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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 | $47,631 | $117,846-59.6% | $102,434-53.5% | $145,884-67.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 10.67% | 31.90%-21.2pp | 29.46%-18.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,152 | $3,615-68.1% | $3,023-61.9% | $4,662-75.3% |
| Participant deferral / active EE | $1,548 | $5,733-73.0% | $5,055-69.4% | $6,690-76.9% |
| Admin fee / account holder | $266 | $13,356-98.0% | $9,462-97.2% | $13,392-98.0% |