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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 | $5,208 | $87,166-94.0% | $76,735-93.2% | $137,256-96.2% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 14.33% | 26.50%-12.2pp | 29.77%-15.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,500 | $2,904-48.4% | $2,454-38.9% | $4,156-63.9% |
| Participant deferral / active EE | $981 | $4,726-79.2% | $4,088-76.0% | $6,407-84.7% |
| Admin fee / account holder | $124 | $8,403-98.5% | $7,189-98.3% | $12,270-99.0% |