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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 | $68,366 | $172,111-60.3% | $150,298-54.5% | $137,256-50.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 20.01% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $17,591 | $4,636+279.4% | $4,154+323.5% | $4,156+323.3% |
| Participant deferral / active EE | $615 | $6,166-90.0% | $5,453-88.7% | $6,407-90.4% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |