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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 | $57,203 | $181,062-68.4% | $158,223-63.8% | $155,188-63.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 41.03% | 57.39%-16.4pp | 52.09%-11.1pp | 148.84%-107.8pp |
| Employer contribution / active EE | $7,231 | $4,565+58.4% | $4,109+76.0% | $4,248+70.2% |
| Participant deferral / active EE | $1,374 | $6,134-77.6% | $5,467-74.9% | $6,531-79.0% |
| Admin fee / account holder | $22 | $18,825-99.9% | $16,047-99.9% | $14,480-99.8% |