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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 | $49,113 | $95,453-48.5% | $112,040-56.2% | $82,448-40.4% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 19.10% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,879 | $2,318-19.0% | $2,954-36.4% | $2,551-26.4% |
| Participant deferral / active EE | $1,334 | $4,224-68.4% | $5,098-73.8% | $4,139-67.8% |
| Admin fee / account holder | $268 | $9,013-97.0% | $12,098-97.8% | $7,234-96.3% |