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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 | $20,069 | $124,980-83.9% | $108,359-81.5% | $154,746-87.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 17.08% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $636 | $2,851-77.7% | $2,399-73.5% | $4,379-85.5% |
| Participant deferral / active EE | $1,115 | $4,743-76.5% | $4,137-73.0% | $6,730-83.4% |
| Admin fee / account holder | $217 | $11,502-98.1% | $9,741-97.8% | $14,365-98.5% |