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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 | $17,042 | $77,638-78.0% | $156,551-89.1% | $62,881-72.9% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 7.38% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,095 | $3,444-68.2% | $5,501-80.1% | $2,281-52.0% |
| Participant deferral / active EE | $557 | $3,046-81.7% | $4,871-88.6% | $3,203-82.6% |
| Admin fee / account holder | $254 | $5,561-95.4% | $13,028-98.1% | $4,296-94.1% |