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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 | $21,170 | $84,236-74.9% | $170,435-87.6% | $70,126-69.8% |
| Participation rate | 73.1% | 70.8%+2.2pp | 83.6%-10.5pp | 69.5%+3.5pp |
| Annual return | 13.05% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $564 | $3,387-83.3% | $5,432-89.6% | $2,343-75.9% |
| Participant deferral / active EE | $706 | $3,086-77.1% | $4,939-85.7% | $3,332-78.8% |
| Admin fee / account holder | $187 | $5,698-96.7% | $13,881-98.7% | $4,645-96.0% |