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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 | $51,232 | $124,980-59.0% | $108,359-52.7% | $154,746-66.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 14.32% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $602 | $2,851-78.9% | $2,399-74.9% | $4,379-86.2% |
| Participant deferral / active EE | $625 | $4,743-86.8% | $4,137-84.9% | $6,730-90.7% |
| Admin fee / account holder | $73 | $11,502-99.4% | $9,741-99.2% | $14,365-99.5% |