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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 | $15,178 | $65,712-76.9% | $57,196-73.5% | $273,972-94.5% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 5.77% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,450 | $3,280-55.8% | $2,683-46.0% | $4,869-70.2% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $38 | $4,838-99.2% | $3,141-98.8% | $10,133-99.6% |