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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 | $19,405 | $90,486-78.6% | $78,676-75.3% | $273,972-92.9% |
| Participation rate | 72.2% | 76.5%-4.3pp | 73.6%-1.3pp | 83.0%-10.8pp |
| Annual return | 3.30% | 75.62%-72.3pp | 62.19%-58.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,593 | $3,175-49.8% | $2,850-44.1% | $4,869-67.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $285 | $5,263-94.6% | $4,510-93.7% | $10,133-97.2% |