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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 | $52,937 | $135,956-61.1% | $123,894-57.3% | $273,972-80.7% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 10.98% | 56.63%-45.7pp | 47.52%-36.5pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,534 | $5,170-70.3% | $4,617-66.8% | $4,869-68.5% |
| Participant deferral / active EE | $1,862 | $6,343-70.7% | $5,984-68.9% | $5,287-64.8% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |