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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 | $17,047 | $110,379-84.6% | $102,412-83.4% | $145,884-88.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.73% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,512 | $4,216-64.1% | $3,870-60.9% | $4,662-67.6% |
| Participant deferral / active EE | $817 | $5,622-85.5% | $5,060-83.8% | $6,690-87.8% |
| Admin fee / account holder | $228 | $9,745-97.7% | $8,388-97.3% | $13,392-98.3% |