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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 | $20,462 | $110,379-81.5% | $102,412-80.0% | $145,884-86.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.41% | 24.84%-14.4pp | 24.94%-14.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,335 | $4,216-68.3% | $3,870-65.5% | $4,662-71.4% |
| Participant deferral / active EE | $794 | $5,622-85.9% | $5,060-84.3% | $6,690-88.1% |
| Admin fee / account holder | $235 | $9,745-97.6% | $8,388-97.2% | $13,392-98.2% |