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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 | $70,920 | $113,941-37.8% | $94,229-24.7% | $125,389-43.4% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | 0.96% | 5.29%-4.3pp | 10.68%-9.7pp | 282.24%-281.3pp |
| Employer contribution / active EE | $11,913 | $4,727+152.0% | $3,587+232.1% | $4,866+144.8% |
| Participant deferral / active EE | $389 | $5,179-92.5% | $4,320-91.0% | $5,352-92.7% |
| Admin fee / account holder | $66 | $8,392-99.2% | $6,269-98.9% | $9,541-99.3% |