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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 | $31,277 | $185,312-83.1% | $161,489-80.6% | $154,746-79.8% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 14.67% | 103.84%-89.2pp | 89.72%-75.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,239 | $4,769-32.1% | $4,268-24.1% | $4,379-26.0% |
| Participant deferral / active EE | $1,039 | $6,350-83.6% | $5,630-81.6% | $6,730-84.6% |
| Admin fee / account holder | $127 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |