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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 | $46,907 | $153,769-69.5% | $133,975-65.0% | $273,972-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.14% | 36.51%-30.4pp | 29.29%-23.2pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,610 | $6,029-40.1% | $5,211-30.7% | $4,869-25.9% |
| Participant deferral / active EE | $1,342 | $6,958-80.7% | $6,282-78.6% | $5,287-74.6% |
| Admin fee / account holder | $265 | $11,765-97.7% | $9,324-97.2% | $10,133-97.4% |