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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 | $112,499 | $99,875+12.6% | $146,866-23.4% | $86,983+29.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 19.83% | 28.10%-8.3pp | 102.85%-83.0pp | 25.83%-6.0pp |
| Employer contribution / active EE | $1,403 | $3,224-56.5% | $4,425-68.3% | $2,584-45.7% |
| Participant deferral / active EE | $959 | $6,322-84.8% | $7,759-87.6% | $4,194-77.1% |
| Admin fee / account holder | $293 | $7,838-96.3% | $13,620-97.9% | $7,856-96.3% |