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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 | $58,347 | $124,425-53.1% | $112,040-47.9% | $137,256-57.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 16.16% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,210 | $3,411-64.5% | $2,954-59.0% | $4,156-70.9% |
| Participant deferral / active EE | $1,808 | $5,718-68.4% | $5,098-64.5% | $6,407-71.8% |
| Admin fee / account holder | $297 | $15,207-98.0% | $12,098-97.5% | $12,270-97.6% |