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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 | $39,180 | $162,136-75.8% | $152,301-74.3% | $154,746-74.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.11% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $9,039 | $4,890+84.8% | $4,624+95.5% | $4,379+106.4% |
| Participant deferral / active EE | $1,173 | $8,341-85.9% | $8,004-85.3% | $6,730-82.6% |
| Admin fee / account holder | $159 | $15,759-99.0% | $14,398-98.9% | $14,365-98.9% |