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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 | $100,970-58.7% | $96,576-56.9% | $137,256-69.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.84% | 38.16%-17.3pp | 38.47%-17.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,122 | $3,809+34.5% | $3,553+44.2% | $4,156+23.2% |
| Participant deferral / active EE | $1,257 | $8,286-84.8% | $7,956-84.2% | $6,407-80.4% |
| Admin fee / account holder | $53 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |