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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 | $34,638 | $106,247-67.4% | $96,515-64.1% | $139,466-75.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 13.07% | 38.47%-25.4pp | 35.73%-22.7pp | 373.66%-360.6pp |
| Employer contribution / active EE | $8,552 | $4,106+108.3% | $3,740+128.7% | $4,754+79.9% |
| Participant deferral / active EE | $1,202 | $5,456-78.0% | $4,880-75.4% | $6,712-82.1% |
| Admin fee / account holder | $13 | $7,885-99.8% | $6,735-99.8% | $11,409-99.9% |