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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 | $14,720 | $87,166-83.1% | $76,735-80.8% | $137,256-89.3% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.46% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $835 | $2,904-71.2% | $2,454-66.0% | $4,156-79.9% |
| Participant deferral / active EE | $835 | $4,726-82.3% | $4,088-79.6% | $6,407-87.0% |
| Admin fee / account holder | $126 | $8,403-98.5% | $7,189-98.3% | $12,270-99.0% |