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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 | $13,018 | $111,814-88.4% | $103,374-87.4% | $145,959-91.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.47% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $1,246 | $4,214-70.4% | $3,869-67.8% | $4,661-73.3% |
| Participant deferral / active EE | $1,248 | $5,618-77.8% | $5,058-75.3% | $6,689-81.3% |
| Admin fee / account holder | $26 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |