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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 | $48,549 | $154,228-68.5% | $145,433-66.6% | $137,256-64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.72% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,365 | $4,804-71.6% | $4,554-70.0% | $4,156-67.2% |
| Participant deferral / active EE | $1,909 | $8,216-76.8% | $7,897-75.8% | $6,407-70.2% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |