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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 | $80,818 | $30,319+166.6% | $257,472-68.6% | $30,319+166.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 100.0%0pp | 66.5%+33.5pp |
| Annual return | 11.35% | 6.38%+5.0pp | 10.51%+0.8pp | 6.38%+5.0pp |
| Employer contribution / active EE | $2,909 | $4,590-36.6% | $8,554-66.0% | $4,590-36.6% |
| Participant deferral / active EE | $8,647 | $6,277+37.8% | $9,919-12.8% | $6,277+37.8% |
| Admin fee / account holder | $68 | $1,213-94.4% | $1,643-95.9% | $1,213-94.4% |