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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 | $35,965 | $181,896-80.2% | $156,551-77.0% | $273,972-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.54% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,551 | $6,248-75.2% | $5,501-71.8% | $4,869-68.1% |
| Participant deferral / active EE | $1,173 | $5,550-78.9% | $4,871-75.9% | $5,287-77.8% |
| Admin fee / account holder | $159 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |