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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 | $28,048 | $100,970-72.2% | $96,576-71.0% | $137,256-79.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 19.41% | 38.16%-18.7pp | 38.47%-19.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $590 | $3,809-84.5% | $3,553-83.4% | $4,156-85.8% |
| Participant deferral / active EE | $855 | $8,286-89.7% | $7,956-89.2% | $6,407-86.6% |
| Admin fee / account holder | $58 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |