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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 | $14,475 | $48,078-69.9% | $78,676-81.6% | $62,881-77.0% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.6%+2.3pp | 69.3%+6.6pp |
| Annual return | 8.59% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,080 | $2,015-46.4% | $2,850-62.1% | $2,281-52.7% |
| Participant deferral / active EE | $621 | $2,587-76.0% | $3,517-82.4% | $3,203-80.6% |
| Admin fee / account holder | $128 | $3,206-96.0% | $4,510-97.2% | $4,296-97.0% |