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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 | $85,641 | $87,546-2.2% | $75,784+13.0% | $125,389-31.7% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 0.29% | 13.49%-13.2pp | 9.68%-9.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $559 | $3,930-85.8% | $3,323-83.2% | $4,866-88.5% |
| Participant deferral / active EE | $864 | $4,230-79.6% | $3,652-76.4% | $5,352-83.9% |
| Admin fee / account holder | $106 | $6,503-98.4% | $5,300-98.0% | $9,541-98.9% |