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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 | $16,859 | $97,289-82.7% | $92,805-81.8% | $155,188-89.1% |
| Participation rate | 81.8% | 84.2%-2.4pp | 83.5%-1.7pp | 80.8%+1.0pp |
| Annual return | 19.26% | 29.03%-9.8pp | 31.59%-12.3pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,239 | $3,632-38.3% | $3,424-34.6% | $4,248-47.3% |
| Participant deferral / active EE | $2,460 | $8,795-72.0% | $8,448-70.9% | $6,531-62.3% |
| Admin fee / account holder | $240 | $12,015-98.0% | $10,911-97.8% | $14,480-98.3% |