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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 | $12,479 | $110,303-88.7% | $95,759-87.0% | $139,487-91.1% |
| Participation rate | 88.9% | 75.7%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 19.32% | 27.19%-7.9pp | 28.42%-9.1pp | 373.84%-354.5pp |
| Employer contribution / active EE | $2,344 | $3,261-28.1% | $2,836-17.4% | $4,755-50.7% |
| Participant deferral / active EE | $221 | $4,674-95.3% | $4,244-94.8% | $6,713-96.7% |
| Admin fee / account holder | $125 | $6,615-98.1% | $5,678-97.8% | $11,407-98.9% |