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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 | $162,136-65.1% | $152,301-62.9% | $154,746-63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.75% | 91.02%-63.3pp | 80.50%-52.7pp | 172.34%-144.6pp |
| Employer contribution / active EE | $2,234 | $4,890-54.3% | $4,624-51.7% | $4,379-49.0% |
| Participant deferral / active EE | $1,690 | $8,341-79.7% | $8,004-78.9% | $6,730-74.9% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |