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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 | $32,980 | $112,729-70.7% | $98,716-66.6% | $137,256-76.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 20.39% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $474 | $2,725-82.6% | $2,279-79.2% | $4,156-88.6% |
| Participant deferral / active EE | $568 | $4,640-87.8% | $4,048-86.0% | $6,407-91.1% |
| Admin fee / account holder | $149 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |