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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 | $10,911 | $94,439-88.4% | $73,658-85.2% | $154,746-92.9% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 11.92% | 28.25%-16.3pp | 29.72%-17.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $152 | $1,257-87.9% | $1,032-85.2% | $4,379-96.5% |
| Participant deferral / active EE | $182 | $2,527-92.8% | $2,062-91.2% | $6,730-97.3% |
| Admin fee / account holder | $139 | $3,843-96.4% | $3,357-95.8% | $14,365-99.0% |