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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 | $28,311 | $142,426-80.1% | $115,167-75.4% | $152,909-81.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 21.68% | 41.48%-19.8pp | 35.60%-13.9pp | 345.46%-323.8pp |
| Employer contribution / active EE | $2,092 | $4,011-47.8% | $3,179-34.2% | $4,764-56.1% |
| Participant deferral / active EE | $1,107 | $5,165-78.6% | $4,169-73.5% | $5,851-81.1% |
| Admin fee / account holder | $15 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |