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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 | $115,911-69.8% | $100,530-65.1% | $158,950-77.9% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 15.74% | 34.80%-19.1pp | 30.89%-15.2pp | 302.91%-287.2pp |
| Employer contribution / active EE | $812 | $4,104-80.2% | $3,418-76.2% | $4,762-82.9% |
| Participant deferral / active EE | $1,872 | $6,676-72.0% | $6,271-70.2% | $5,983-68.7% |
| Admin fee / account holder | $144 | $10,999-98.7% | $8,083-98.2% | $11,248-98.7% |