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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 | $30,370 | $114,013-73.4% | $103,693-70.7% | $155,188-80.4% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.1pp | 80.8%-3.0pp |
| Annual return | 13.85% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,558 | $3,131-18.3% | $2,920-12.4% | $4,248-39.8% |
| Participant deferral / active EE | $888 | $4,970-82.1% | $4,579-80.6% | $6,531-86.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |