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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 | $32,804 | $181,896-82.0% | $156,551-79.0% | $273,972-88.0% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 7.75% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,033 | $5,550-81.4% | $4,871-78.8% | $5,287-80.5% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |