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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 | $91,156 | $149,778-39.1% | $118,946-23.4% | $158,950-42.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+8.9pp |
| Annual return | 9.15% | 19.95%-10.8pp | 35.89%-26.7pp | 302.91%-293.8pp |
| Employer contribution / active EE | $1,598 | $4,117-61.2% | $3,263-51.0% | $4,762-66.4% |
| Participant deferral / active EE | $791 | $5,225-84.9% | $4,266-81.5% | $5,983-86.8% |
| Admin fee / account holder | $157 | $8,604-98.2% | $6,581-97.6% | $11,248-98.6% |