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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 | $26,425 | $106,974-75.3% | $90,796-70.9% | $138,895-81.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 69.5%+5.5pp | 79.9%-4.9pp |
| Annual return | 14.29% | 20.10%-5.8pp | 19.29%-5.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,856 | $2,609-28.9% | $2,294-19.1% | $4,194-55.7% |
| Participant deferral / active EE | $834 | $4,455-81.3% | $3,822-78.2% | $6,396-87.0% |
| Admin fee / account holder | $150 | $8,626-98.3% | $7,024-97.9% | $12,562-98.8% |