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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 | $244,415 | $162,136+50.7% | $152,301+60.5% | $154,746+57.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.36% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,181 | $4,890-75.9% | $4,624-74.5% | $4,379-73.0% |
| Participant deferral / active EE | $217 | $8,341-97.4% | $8,004-97.3% | $6,730-96.8% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |