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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 | $59,680 | $124,330-52.0% | $109,173-45.3% | $167,536-64.4% |
| Participation rate | 94.7% | 79.5%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 14.78% | 26.04%-11.3pp | 25.75%-11.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $2,403 | $4,209-42.9% | $3,723-35.5% | $4,839-50.3% |
| Participant deferral / active EE | $1,077 | $5,256-79.5% | $4,654-76.9% | $6,342-83.0% |
| Admin fee / account holder | $292 | $7,974-96.3% | $6,755-95.7% | $12,315-97.6% |