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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 | $45,522 | $184,014-75.3% | $161,149-71.8% | $138,895-67.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 13.82% | 21.52%-7.7pp | 21.16%-7.3pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,345 | $5,055-73.4% | $4,360-69.2% | $4,194-67.9% |
| Participant deferral / active EE | $1,345 | $6,909-80.5% | $6,153-78.1% | $6,396-79.0% |
| Admin fee / account holder | $15 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |