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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 | $14,639 | $96,956-84.9% | $69,779-79.0% | $273,972-94.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 12.87% | 12.93%-0.1pp | 12.99%-0.1pp | 41.46%-28.6pp |
| Employer contribution / active EE | $4,829 | $3,316+45.6% | $2,338+106.5% | $4,869-0.8% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75 | $7,934-99.1% | $4,381-98.3% | $10,133-99.3% |