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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 | $59,134 | $110,379-46.4% | $102,412-42.3% | $145,884-59.5% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 12.37% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $962 | $4,216-77.2% | $3,870-75.1% | $4,662-79.4% |
| Participant deferral / active EE | $1,134 | $5,622-79.8% | $5,060-77.6% | $6,690-83.1% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |