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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 | $41,668 | $135,905-69.3% | $126,068-66.9% | $198,609-79.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.84% | 14.07%+6.8pp | 15.01%+5.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $5,122 | $4,245+20.7% | $3,968+29.1% | $5,055+1.3% |
| Participant deferral / active EE | $1,257 | $8,523-85.3% | $8,214-84.7% | $6,977-82.0% |
| Admin fee / account holder | $53 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |