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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,246 | $185,312-59.9% | $161,489-54.0% | $154,746-52.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.40% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,370 | $4,769-50.3% | $4,268-44.5% | $4,379-45.9% |
| Participant deferral / active EE | $1,138 | $6,350-82.1% | $5,630-79.8% | $6,730-83.1% |
| Admin fee / account holder | $179 | $18,654-99.0% | $16,006-98.9% | $14,365-98.8% |