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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 | $177,156-59.7% | $147,027-51.5% | $154,746-53.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 12.99% | 21.94%-8.9pp | 20.23%-7.2pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,192 | $4,336-49.5% | $3,626-39.6% | $4,379-50.0% |
| Participant deferral / active EE | $785 | $5,797-86.5% | $4,933-84.1% | $6,730-88.3% |
| Admin fee / account holder | $77 | $14,904-99.5% | $12,223-99.4% | $14,365-99.5% |