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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 | $62,561 | $182,442-65.7% | $163,379-61.7% | $138,895-55.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.65% | 72.74%-57.1pp | 63.41%-47.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,588 | $4,159+34.3% | $3,752+48.9% | $4,194+33.2% |
| Participant deferral / active EE | $429 | $6,817-93.7% | $6,282-93.2% | $6,396-93.3% |
| Admin fee / account holder | $44 | $10,396-99.6% | $9,818-99.6% | $12,562-99.6% |