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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 | $28,475 | $124,351-77.1% | $109,188-73.9% | $167,553-83.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 20.32% | 26.04%-5.7pp | 25.76%-5.4pp | 478.89%-458.6pp |
| Employer contribution / active EE | $1,749 | $4,210-58.5% | $3,723-53.0% | $4,840-63.9% |
| Participant deferral / active EE | $499 | $5,257-90.5% | $4,654-89.3% | $6,343-92.1% |
| Admin fee / account holder | $183 | $7,975-97.7% | $6,755-97.3% | $12,316-98.5% |