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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 | $27,260 | $212,386-87.2% | $199,883-86.4% | $138,895-80.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 22.06% | 47.75%-25.7pp | 43.81%-21.7pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,794 | $6,625-72.9% | $6,261-71.4% | $4,194-57.2% |
| Participant deferral / active EE | $1,667 | $9,617-82.7% | $9,138-81.8% | $6,396-73.9% |
| Admin fee / account holder | $40 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |