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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 | $20,646 | $99,345-79.2% | $84,753-75.6% | $273,972-92.5% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 8.99% | 22.93%-13.9pp | 22.78%-13.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $714 | $4,214-83.1% | $3,574-80.0% | $4,869-85.3% |
| Participant deferral / active EE | $843 | $4,270-80.3% | $3,712-77.3% | $5,287-84.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |