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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 | $112,729-82.2% | $98,716-79.7% | $137,256-85.4% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 17.08% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $636 | $2,725-76.6% | $2,279-72.1% | $4,156-84.7% |
| Participant deferral / active EE | $1,115 | $4,640-76.0% | $4,048-72.4% | $6,407-82.6% |
| Admin fee / account holder | $217 | $10,129-97.9% | $8,703-97.5% | $12,270-98.2% |