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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 | $21,278 | $99,345-78.6% | $84,753-74.9% | $273,972-92.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.72% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,058 | $4,214-51.2% | $3,574-42.4% | $4,869-57.7% |
| Participant deferral / active EE | $715 | $4,270-83.3% | $3,712-80.8% | $5,287-86.5% |
| Admin fee / account holder | $119 | $6,645-98.2% | $5,333-97.8% | $10,133-98.8% |