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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 | $156,398-89.7% | $147,318-89.0% | $138,895-88.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 19.62% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,707 | $4,853-64.8% | $4,593-62.8% | $4,194-59.3% |
| Participant deferral / active EE | $2,002 | $8,237-75.7% | $7,906-74.7% | $6,396-68.7% |
| Admin fee / account holder | $230 | $14,976-98.5% | $13,708-98.3% | $12,562-98.2% |