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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 | $15,351 | $45,082-65.9% | $69,464-77.9% | $72,975-79.0% |
| Participation rate | 88.5% | 68.5%+20.0pp | 74.6%+13.9pp | 69.5%+19.0pp |
| Annual return | 17.61% | 22.66%-5.0pp | 28.98%-11.4pp | 81.01%-63.4pp |
| Employer contribution / active EE | $479 | $2,055-76.7% | $2,779-82.8% | $2,440-80.4% |
| Participant deferral / active EE | $80 | $2,604-96.9% | $3,536-97.7% | $3,608-97.8% |
| Admin fee / account holder | $273 | $3,057-91.1% | $3,840-92.9% | $5,124-94.7% |