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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 | $36,452 | $135,956-73.2% | $123,894-70.6% | $273,972-86.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.23% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $210 | $6,343-96.7% | $5,984-96.5% | $5,287-96.0% |
| Admin fee / account holder | $213 | $9,817-97.8% | $8,357-97.5% | $10,133-97.9% |