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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 | $26,259 | $117,444-77.6% | $99,479-73.6% | $152,909-82.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 22.63% | 31.87%-9.2pp | 30.72%-8.1pp | 345.46%-322.8pp |
| Employer contribution / active EE | $339 | $3,014-88.8% | $2,540-86.7% | $4,764-92.9% |
| Participant deferral / active EE | $339 | $4,086-91.7% | $3,619-90.6% | $5,851-94.2% |
| Admin fee / account holder | $152 | $7,635-98.0% | $6,253-97.6% | $11,601-98.7% |