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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 | $111,814-47.1% | $103,374-42.8% | $145,959-59.5% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 12.37% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $962 | $4,214-77.2% | $3,869-75.1% | $4,661-79.4% |
| Participant deferral / active EE | $1,134 | $5,618-79.8% | $5,058-77.6% | $6,689-83.0% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |