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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 | $16,689 | $154,228-89.2% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.98% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,905 | $4,804-60.3% | $4,554-58.2% | $4,156-54.2% |
| Participant deferral / active EE | $1,972 | $8,216-76.0% | $7,897-75.0% | $6,407-69.2% |
| Admin fee / account holder | $54 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |