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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 | $24,376 | $117,895-79.3% | $102,460-76.2% | $145,897-83.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.50% | 31.92%-18.4pp | 29.47%-16.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,477 | $3,619-59.2% | $3,025-51.2% | $4,663-68.3% |
| Participant deferral / active EE | $1,731 | $5,736-69.8% | $5,056-65.8% | $6,689-74.1% |
| Admin fee / account holder | $139 | $13,353-99.0% | $9,460-98.5% | $13,390-99.0% |