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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 | $155,555-89.3% | $146,866-88.6% | $155,188-89.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.98% | 115.41%-96.4pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,905 | $4,647-59.0% | $4,425-56.9% | $4,248-55.1% |
| Participant deferral / active EE | $1,972 | $8,044-75.5% | $7,759-74.6% | $6,531-69.8% |
| Admin fee / account holder | $54 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |