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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 | $13,782 | $77,638-82.2% | $156,551-91.2% | $62,881-78.1% |
| Participation rate | 83.0% | 71.2%+11.8pp | 84.0%-1.0pp | 69.3%+13.7pp |
| Annual return | 5.17% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,511 | $3,444-56.1% | $5,501-72.5% | $2,281-33.7% |
| Participant deferral / active EE | $438 | $3,046-85.6% | $4,871-91.0% | $3,203-86.3% |
| Admin fee / account holder | $175 | $5,561-96.9% | $13,028-98.7% | $4,296-95.9% |