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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 | $43,160 | $96,558-55.3% | $80,977-46.7% | $273,972-84.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.09% | 15.14%-8.1pp | 17.11%-10.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,223 | $4,869-74.9% | $3,715-67.1% | $4,869-74.9% |
| Participant deferral / active EE | $1,053 | $6,598-84.0% | $5,696-81.5% | $5,287-80.1% |
| Admin fee / account holder | $242 | $7,493-96.8% | $5,517-95.6% | $10,133-97.6% |