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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 | $17,581 | $99,345-82.3% | $84,753-79.3% | $273,972-93.6% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.68% | 22.93%-16.3pp | 22.78%-16.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $815 | $4,214-80.7% | $3,574-77.2% | $4,869-83.3% |
| Participant deferral / active EE | $970 | $4,270-77.3% | $3,712-73.9% | $5,287-81.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |