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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 | $28,945 | $124,213-76.7% | $118,106-75.5% | $154,746-81.3% |
| Participation rate | 80.0% | 83.6%-3.6pp | 81.9%-1.9pp | 80.7%-0.7pp |
| Annual return | 10.65% | 18.29%-7.6pp | 19.44%-8.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,209 | $4,905-14.2% | $4,698-10.4% | $4,379-3.9% |
| Participant deferral / active EE | $696 | $6,859-89.9% | $6,619-89.5% | $6,730-89.7% |
| Admin fee / account holder | $25 | $9,627-99.7% | $8,973-99.7% | $14,365-99.8% |