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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 | $56,569 | $154,228-63.3% | $145,433-61.1% | $137,256-58.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.75% | 74.59%-46.8pp | 66.58%-38.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $2,234 | $4,804-53.5% | $4,554-50.9% | $4,156-46.2% |
| Participant deferral / active EE | $1,690 | $8,216-79.4% | $7,897-78.6% | $6,407-73.6% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |