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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 | $15,869 | $73,107-78.3% | $114,563-86.1% | $87,485-81.9% |
| Participation rate | 96.8% | 65.8%+31.0pp | 72.9%+23.9pp | 68.9%+27.8pp |
| Annual return | 20.24% | 19.47%+0.8pp | 241.09%-220.9pp | 26.06%-5.8pp |
| Employer contribution / active EE | $777 | $1,881-58.7% | $2,592-70.0% | $2,596-70.1% |
| Participant deferral / active EE | $596 | $3,144-81.1% | $4,142-85.6% | $4,274-86.1% |
| Admin fee / account holder | $110 | $5,770-98.1% | $7,623-98.6% | $7,775-98.6% |