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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 | $49,117 | $181,896-73.0% | $156,551-68.6% | $273,972-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.33% | 30.74%-19.4pp | 32.23%-20.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $2,053 | $6,248-67.1% | $5,501-62.7% | $4,869-57.8% |
| Participant deferral / active EE | $1,035 | $5,550-81.4% | $4,871-78.8% | $5,287-80.4% |
| Admin fee / account holder | -$635 | $15,560-104.1% | $13,028-104.9% | $10,133-106.3% |