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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 | $119,338 | $199,109-40.1% | $173,730-31.3% | $154,746-22.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.81% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $13,164 | $5,311+147.8% | $4,577+187.6% | $4,379+200.6% |
| Participant deferral / active EE | $1,601 | $7,113-77.5% | $6,326-74.7% | $6,730-76.2% |
| Admin fee / account holder | $100 | $20,916-99.5% | $17,523-99.4% | $14,365-99.3% |