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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 | $16,687 | $110,379-84.9% | $102,412-83.7% | $145,884-88.6% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.43% | 24.84%-9.4pp | 24.94%-9.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,779 | $4,216-57.8% | $3,870-54.0% | $4,662-61.8% |
| Participant deferral / active EE | $1,344 | $5,622-76.1% | $5,060-73.4% | $6,690-79.9% |
| Admin fee / account holder | $60 | $9,745-99.4% | $8,388-99.3% | $13,392-99.5% |