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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 | $34,025 | $185,141-81.6% | $153,416-77.8% | $155,188-78.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 13.74% | 18.72%-5.0pp | 17.84%-4.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $995 | $4,489-77.8% | $3,764-73.6% | $4,248-76.6% |
| Participant deferral / active EE | $1,349 | $5,477-75.4% | $4,723-71.4% | $6,531-79.3% |
| Admin fee / account holder | $160 | $16,005-99.0% | $13,095-98.8% | $14,480-98.9% |