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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 | $68,924 | $138,312-50.2% | $122,979-44.0% | $155,188-55.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 42.60% | 22.06%+20.5pp | 20.12%+22.5pp | 148.84%-106.2pp |
| Employer contribution / active EE | $1,235 | $3,530-65.0% | $3,062-59.7% | $4,248-70.9% |
| Participant deferral / active EE | $1,279 | $5,592-77.1% | $5,003-74.4% | $6,531-80.4% |
| Admin fee / account holder | $230 | $15,089-98.5% | $12,864-98.2% | $14,480-98.4% |