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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 | $34,449 | $135,905-74.7% | $126,068-72.7% | $198,609-82.7% |
| Participation rate | 75.0% | 85.6%-10.6pp | 84.7%-9.7pp | 82.4%-7.4pp |
| Annual return | 19.95% | 14.07%+5.9pp | 15.01%+4.9pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,215 | $4,245-71.4% | $3,968-69.4% | $5,055-76.0% |
| Participant deferral / active EE | $2,905 | $8,523-65.9% | $8,214-64.6% | $6,977-58.4% |
| Admin fee / account holder | $94 | $21,036-99.6% | $18,264-99.5% | $19,030-99.5% |