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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 | $14,019 | $77,638-81.9% | $156,551-91.0% | $62,881-77.7% |
| Participation rate | 88.6% | 71.2%+17.4pp | 84.0%+4.6pp | 69.3%+19.3pp |
| Annual return | 19.72% | 50.33%-30.6pp | 32.23%-12.5pp | 20.14%-0.4pp |
| Employer contribution / active EE | $1,917 | $3,444-44.3% | $5,501-65.1% | $2,281-15.9% |
| Participant deferral / active EE | $325 | $3,046-89.3% | $4,871-93.3% | $3,203-89.8% |
| Admin fee / account holder | $112 | $5,561-98.0% | $13,028-99.1% | $4,296-97.4% |