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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 | $25,086 | $211,288-88.1% | $178,540-85.9% | $145,884-82.8% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 10.54% | 30.27%-19.7pp | 27.15%-16.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,158 | $4,574-74.7% | $3,953-70.7% | $4,662-75.2% |
| Participant deferral / active EE | $1,126 | $6,967-83.8% | $6,281-82.1% | $6,690-83.2% |
| Admin fee / account holder | $99 | $12,105-99.2% | $10,424-99.1% | $13,392-99.3% |