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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 | $9,179 | $97,765-90.6% | $103,486-91.1% | $145,884-93.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.5%-10.5pp | 80.3%-10.3pp |
| Annual return | 16.80% | 25.44%-8.6pp | 23.93%-7.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,459 | $4,687-68.9% | $4,679-68.8% | $4,662-68.7% |
| Participant deferral / active EE | $1,287 | $6,606-80.5% | $6,628-80.6% | $6,690-80.8% |
| Admin fee / account holder | $183 | $12,505-98.5% | $9,354-98.0% | $13,392-98.6% |