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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 | $97,289-71.2% | $92,805-69.8% | $155,188-81.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 19.41% | 29.03%-9.6pp | 31.59%-12.2pp | 148.84%-129.4pp |
| Employer contribution / active EE | $590 | $3,632-83.8% | $3,424-82.8% | $4,248-86.1% |
| Participant deferral / active EE | $855 | $8,795-90.3% | $8,448-89.9% | $6,531-86.9% |
| Admin fee / account holder | $58 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |