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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 | $39,364 | $153,769-74.4% | $133,975-70.6% | $273,972-85.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.30% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,923 | $6,029-34.9% | $5,211-24.7% | $4,869-19.4% |
| Participant deferral / active EE | $1,652 | $6,958-76.3% | $6,282-73.7% | $5,287-68.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |