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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 | $31,735 | $149,778-78.8% | $118,946-73.3% | $158,966-80.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 15.74% | 19.95%-4.2pp | 35.89%-20.1pp | 302.95%-287.2pp |
| Employer contribution / active EE | $925 | $4,117-77.5% | $3,263-71.6% | $4,762-80.6% |
| Participant deferral / active EE | $715 | $5,225-86.3% | $4,266-83.2% | $5,983-88.0% |
| Admin fee / account holder | $281 | $8,604-96.7% | $6,581-95.7% | $11,250-97.5% |