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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 | $71,367 | $212,777-66.5% | $173,703-58.9% | $198,609-64.1% |
| Participation rate | 83.3% | 81.1%+2.3pp | 75.9%+7.4pp | 82.4%+1.0pp |
| Annual return | 12.99% | 18.82%-5.8pp | 17.46%-4.5pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,192 | $5,214-58.0% | $4,288-48.9% | $5,055-56.6% |
| Participant deferral / active EE | $785 | $5,697-86.2% | $4,854-83.8% | $6,977-88.8% |
| Admin fee / account holder | $77 | $19,536-99.6% | $15,562-99.5% | $19,030-99.6% |