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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 | $70,844 | $96,558-26.6% | $80,977-12.5% | $273,972-74.1% |
| Participation rate | 93.8% | 79.1%+14.7pp | 75.8%+17.9pp | 83.0%+10.7pp |
| Annual return | 5.55% | 15.14%-9.6pp | 17.11%-11.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,117 | $4,869+25.6% | $3,715+64.7% | $4,869+25.6% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15 | $7,493-99.8% | $5,517-99.7% | $10,133-99.9% |