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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 | $35,745 | $80,983-55.9% | $96,544-63.0% | $75,177-52.5% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 13.08% | 27.05%-14.0pp | 25.88%-12.8pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,305 | $2,282-42.8% | $2,966-56.0% | $2,671-51.1% |
| Participant deferral / active EE | $1,439 | $3,929-63.4% | $4,851-70.3% | $4,126-65.1% |
| Admin fee / account holder | $46 | $6,717-99.3% | $8,254-99.4% | $5,651-99.2% |