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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 | $50,006 | $201,370-75.2% | $184,256-72.9% | $145,897-65.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 29.05%-12.2pp | 28.85%-12.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,464 | $7,024-64.9% | $6,427-61.7% | $4,663-47.2% |
| Participant deferral / active EE | $2,924 | $9,808-70.2% | $9,133-68.0% | $6,689-56.3% |
| Admin fee / account holder | $266 | $16,364-98.4% | $13,899-98.1% | $13,390-98.0% |