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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 | $35,051 | $115,917-69.8% | $100,535-65.1% | $158,982-78.0% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 15.74% | 34.80%-19.1pp | 30.90%-15.2pp | 302.99%-287.2pp |
| Employer contribution / active EE | $812 | $4,105-80.2% | $3,419-76.2% | $4,763-82.9% |
| Participant deferral / active EE | $1,872 | $6,677-72.0% | $6,271-70.2% | $5,983-68.7% |
| Admin fee / account holder | $144 | $11,002-98.7% | $8,085-98.2% | $11,252-98.7% |