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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 | $64,036 | $154,228-58.5% | $145,433-56.0% | $137,256-53.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.28% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,820 | $4,804-62.1% | $4,554-60.0% | $4,156-56.2% |
| Participant deferral / active EE | $1,528 | $8,216-81.4% | $7,897-80.7% | $6,407-76.2% |
| Admin fee / account holder | $139 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |