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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 | $114,199 | $201,372-43.3% | $184,260-38.0% | $145,884-21.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.25% | 29.04%-9.8pp | 28.84%-9.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $5,570 | $7,024-20.7% | $6,427-13.3% | $4,662+19.5% |
| Participant deferral / active EE | $2,965 | $9,808-69.8% | $9,133-67.5% | $6,690-55.7% |
| Admin fee / account holder | $98 | $16,362-99.4% | $13,898-99.3% | $13,392-99.3% |