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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 | $23,301 | $110,337-78.9% | $102,383-77.2% | $145,877-84.0% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 13.21% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $900 | $4,216-78.6% | $3,870-76.7% | $4,663-80.7% |
| Participant deferral / active EE | $1,144 | $5,621-79.6% | $5,060-77.4% | $6,691-82.9% |
| Admin fee / account holder | $96 | $9,750-99.0% | $8,391-98.9% | $13,402-99.3% |