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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 | $77,380 | $147,556-47.6% | $129,031-40.0% | $198,609-61.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 2.07% | 37.41%-35.3pp | 34.67%-32.6pp | 202.70%-200.6pp |
| Employer contribution / active EE | $1,010 | $3,645-72.3% | $3,226-68.7% | $5,055-80.0% |
| Participant deferral / active EE | $1,446 | $5,760-74.9% | $5,217-72.3% | $6,977-79.3% |
| Admin fee / account holder | $20 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |