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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 | $106,610 | $176,786-39.7% | $146,643-27.3% | $167,536-36.4% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 31.58% | 24.04%+7.5pp | 22.75%+8.8pp | 478.82%-447.2pp |
| Employer contribution / active EE | $3,316 | $5,161-35.7% | $4,137-19.8% | $4,839-31.5% |
| Participant deferral / active EE | $1,442 | $6,440-77.6% | $5,506-73.8% | $6,342-77.3% |
| Admin fee / account holder | $249 | $13,262-98.1% | $10,280-97.6% | $12,315-98.0% |