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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 | $43,869 | $162,136-72.9% | $152,301-71.2% | $154,746-71.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.13% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,662 | $4,890-66.0% | $4,624-64.1% | $4,379-62.1% |
| Participant deferral / active EE | $2,468 | $8,341-70.4% | $8,004-69.2% | $6,730-63.3% |
| Admin fee / account holder | $107 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |