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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 | $11,374 | $102,609-88.9% | $98,090-88.4% | $138,895-91.8% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 19.29% | 36.44%-17.2pp | 37.05%-17.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,645 | $3,867-57.5% | $3,606-54.4% | $4,194-60.8% |
| Participant deferral / active EE | $1,769 | $8,167-78.3% | $7,845-77.4% | $6,396-72.3% |
| Admin fee / account holder | $207 | $11,434-98.2% | $11,815-98.3% | $12,562-98.4% |