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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 | $26,379 | $155,555-83.0% | $146,866-82.0% | $155,188-83.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 19.03% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $851 | $4,647-81.7% | $4,425-80.8% | $4,248-80.0% |
| Participant deferral / active EE | $1,719 | $8,044-78.6% | $7,759-77.8% | $6,531-73.7% |
| Admin fee / account holder | $113 | $14,755-99.2% | $13,620-99.2% | $14,480-99.2% |