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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 | $21,996 | $157,296-86.0% | $141,191-84.4% | $152,897-85.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 23.43% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,268 | $5,262-75.9% | $4,736-73.2% | $4,764-73.4% |
| Participant deferral / active EE | $1,676 | $7,111-76.4% | $6,710-75.0% | $5,851-71.4% |
| Admin fee / account holder | $104 | $12,125-99.1% | $10,264-99.0% | $11,599-99.1% |