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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 | $25,157 | $107,666-76.6% | $102,184-75.4% | $154,746-83.7% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 21.40% | 29.33%-7.9pp | 31.58%-10.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $70 | $3,846-98.2% | $3,594-98.1% | $4,379-98.4% |
| Participant deferral / active EE | $1,559 | $8,719-82.1% | $8,309-81.2% | $6,730-76.8% |
| Admin fee / account holder | $55 | $12,943-99.6% | $11,609-99.5% | $14,365-99.6% |