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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 | $16,186 | $154,228-89.5% | $145,433-88.9% | $137,256-88.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.62% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,707 | $4,804-64.5% | $4,554-62.5% | $4,156-58.9% |
| Participant deferral / active EE | $2,002 | $8,216-75.6% | $7,897-74.6% | $6,407-68.7% |
| Admin fee / account holder | $230 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |