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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 | $48,837 | $201,344-75.7% | $184,243-73.5% | $145,877-66.5% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 22.80% | 29.01%-6.2pp | 28.82%-6.0pp | 551.28%-528.5pp |
| Employer contribution / active EE | $3,993 | $7,022-43.1% | $6,427-37.9% | $4,663-14.4% |
| Participant deferral / active EE | $2,003 | $9,807-79.6% | $9,132-78.1% | $6,691-70.1% |
| Admin fee / account holder | $247 | $16,382-98.5% | $13,914-98.2% | $13,402-98.2% |