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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 | $38,292 | $88,707-56.8% | $74,184-48.4% | $273,972-86.0% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 6.79% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,316 | $3,159-58.4% | $2,370-44.5% | $4,869-73.0% |
| Participant deferral / active EE | $430 | $4,212-89.8% | $3,550-87.9% | $5,287-91.9% |
| Admin fee / account holder | $89 | $8,717-99.0% | $5,586-98.4% | $10,133-99.1% |