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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 | $82,251 | $168,635-51.2% | $147,617-44.3% | $125,389-34.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 84.08% | 77.65%+6.4pp | 61.98%+22.1pp | 282.24%-198.2pp |
| Employer contribution / active EE | $3,886 | $6,252-37.8% | $5,564-30.2% | $4,866-20.1% |
| Participant deferral / active EE | $448 | $5,507-91.9% | $4,895-90.8% | $5,352-91.6% |
| Admin fee / account holder | $63 | $13,580-99.5% | $11,612-99.5% | $9,541-99.3% |