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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 | $18,722 | $155,555-88.0% | $146,866-87.3% | $155,188-87.9% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 22.27% | 115.41%-93.1pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $1,670 | $4,647-64.1% | $4,425-62.3% | $4,248-60.7% |
| Participant deferral / active EE | $2,471 | $8,044-69.3% | $7,759-68.2% | $6,531-62.2% |
| Admin fee / account holder | $101 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |