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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 | $60,036 | $183,516-67.3% | $155,534-61.4% | $145,884-58.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.56% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,728 | $5,315-29.8% | $4,675-20.2% | $4,662-20.0% |
| Participant deferral / active EE | $520 | $6,467-92.0% | $5,630-90.8% | $6,690-92.2% |
| Admin fee / account holder | $194 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |