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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 | $16,356 | $155,555-89.5% | $146,866-88.9% | $155,188-89.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 18.29% | 115.41%-97.1pp | 102.85%-84.6pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,016 | $4,647-78.1% | $4,425-77.0% | $4,248-76.1% |
| Participant deferral / active EE | $2,385 | $8,044-70.4% | $7,759-69.3% | $6,531-63.5% |
| Admin fee / account holder | $256 | $14,755-98.3% | $13,620-98.1% | $14,480-98.2% |