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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 | $40,510 | $201,370-79.9% | $184,256-78.0% | $145,897-72.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.26% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $8,059 | $7,024+14.7% | $6,427+25.4% | $4,663+72.8% |
| Participant deferral / active EE | $3,062 | $9,808-68.8% | $9,133-66.5% | $6,689-54.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |