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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 | $31,566 | $77,817-59.4% | $123,553-74.5% | $64,173-50.8% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | 17.36% | 12.49%+4.9pp | 119.21%-101.8pp | 7.63%+9.7pp |
| Employer contribution / active EE | $7,269 | $3,014+141.2% | $4,628+57.1% | $2,381+205.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $246 | $5,519-95.5% | $9,284-97.4% | $4,887-95.0% |