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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 | $35,448 | $99,345-64.3% | $84,753-58.2% | $273,972-87.1% |
| Participation rate | 89.5% | 80.7%+8.8pp | 76.6%+12.9pp | 83.0%+6.5pp |
| Annual return | 4.07% | 22.93%-18.9pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,012 | $4,214-76.0% | $3,574-71.7% | $4,869-79.2% |
| Participant deferral / active EE | $1,020 | $4,270-76.1% | $3,712-72.5% | $5,287-80.7% |
| Admin fee / account holder | $86 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |