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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 | $76,228 | $123,155-38.1% | $108,753-29.9% | $155,188-50.9% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 14.00% | 44.73%-30.7pp | 37.47%-23.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $522 | $2,811-81.4% | $2,427-78.5% | $4,248-87.7% |
| Participant deferral / active EE | $675 | $4,623-85.4% | $4,115-83.6% | $6,531-89.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |