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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 | $38,559 | $197,637-80.5% | $177,848-78.3% | $158,982-75.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.14% | 58.77%-44.6pp | 48.33%-34.2pp | 302.99%-288.8pp |
| Employer contribution / active EE | $1,560 | $6,698-76.7% | $5,919-73.6% | $4,763-67.2% |
| Participant deferral / active EE | $2,925 | $8,405-65.2% | $7,714-62.1% | $5,983-51.1% |
| Admin fee / account holder | $279 | $15,406-98.2% | $12,431-97.8% | $11,252-97.5% |