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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 | $20,311 | $126,661-84.0% | $113,397-82.1% | $138,895-85.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 17.53% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,251 | $3,456-63.8% | $2,977-58.0% | $4,194-70.2% |
| Participant deferral / active EE | $1,626 | $5,693-71.4% | $5,076-68.0% | $6,396-74.6% |
| Admin fee / account holder | $128 | $14,549-99.1% | $11,957-98.9% | $12,562-99.0% |