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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 | $63,352 | $98,240-35.5% | $82,313-23.0% | $147,585-57.1% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 13.12% | 30.85%-17.7pp | 25.88%-12.8pp | 578.58%-565.5pp |
| Employer contribution / active EE | $1,890 | $3,192-40.8% | $2,428-22.2% | $4,876-61.2% |
| Participant deferral / active EE | $1,233 | $4,383-71.9% | $3,706-66.7% | $5,439-77.3% |
| Admin fee / account holder | $128 | $8,563-98.5% | $5,608-97.7% | $10,886-98.8% |