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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 | $29,558 | $96,558-69.4% | $80,977-63.5% | $273,972-89.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.78% | 15.14%-9.4pp | 17.11%-11.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,381 | $4,869-71.6% | $3,715-62.8% | $4,869-71.6% |
| Participant deferral / active EE | $1,381 | $6,598-79.1% | $5,696-75.8% | $5,287-73.9% |
| Admin fee / account holder | $101 | $7,493-98.7% | $5,517-98.2% | $10,133-99.0% |