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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 | $24,358 | $77,638-68.6% | $156,551-84.4% | $62,881-61.3% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 7.92% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,060 | $3,444-69.2% | $5,501-80.7% | $2,281-53.5% |
| Participant deferral / active EE | $69 | $3,046-97.7% | $4,871-98.6% | $3,203-97.8% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |