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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 | $100,970-75.1% | $96,576-74.0% | $137,256-81.7% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 21.40% | 38.16%-16.8pp | 38.47%-17.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $70 | $3,809-98.2% | $3,553-98.0% | $4,156-98.3% |
| Participant deferral / active EE | $1,559 | $8,286-81.2% | $7,956-80.4% | $6,407-75.7% |
| Admin fee / account holder | $55 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |