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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 | $18,022 | $154,228-88.3% | $145,433-87.6% | $137,256-86.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.49% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,841 | $4,804-61.7% | $4,554-59.6% | $4,156-55.7% |
| Participant deferral / active EE | $2,287 | $8,216-72.2% | $7,897-71.0% | $6,407-64.3% |
| Admin fee / account holder | $43 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |