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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 | $125,896 | $183,516-31.4% | $155,534-19.1% | $145,884-13.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 53.76% | 61.43%-7.7pp | 64.92%-11.2pp | 551.85%-498.1pp |
| Employer contribution / active EE | $1,073 | $5,315-79.8% | $4,675-77.1% | $4,662-77.0% |
| Participant deferral / active EE | $1,414 | $6,467-78.1% | $5,630-74.9% | $6,690-78.9% |
| Admin fee / account holder | $85 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |