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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 | $46,220 | $197,637-76.6% | $177,848-74.0% | $158,982-70.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.58% | 58.77%-34.2pp | 48.33%-23.7pp | 302.99%-278.4pp |
| Employer contribution / active EE | $2,277 | $6,698-66.0% | $5,919-61.5% | $4,763-52.2% |
| Participant deferral / active EE | $2,638 | $8,405-68.6% | $7,714-65.8% | $5,983-55.9% |
| Admin fee / account holder | $139 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |