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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 | $49,873 | $184,014-72.9% | $161,149-69.1% | $138,895-64.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 12.38% | 21.52%-9.1pp | 21.16%-8.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,795 | $5,055-64.5% | $4,360-58.8% | $4,194-57.2% |
| Participant deferral / active EE | $1,920 | $6,909-72.2% | $6,153-68.8% | $6,396-70.0% |
| Admin fee / account holder | $156 | $18,027-99.1% | $15,194-99.0% | $12,562-98.8% |