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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 | $75,242 | $135,956-44.7% | $123,894-39.3% | $273,972-72.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 39.89% | 56.63%-16.7pp | 47.52%-7.6pp | 41.46%-1.6pp |
| Employer contribution / active EE | $1,160 | $5,170-77.6% | $4,617-74.9% | $4,869-76.2% |
| Participant deferral / active EE | $1,685 | $6,343-73.4% | $5,984-71.8% | $5,287-68.1% |
| Admin fee / account holder | -$5,247 | $9,817-153.4% | $8,357-162.8% | $10,133-151.8% |