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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 | $43,326 | $65,322-33.7% | $70,494-38.5% | $73,497-41.0% |
| Participation rate | 83.8% | 77.0%+6.8pp | 75.1%+8.7pp | 70.7%+13.1pp |
| Annual return | 53.40% | 15.71%+37.7pp | 109.16%-55.8pp | 28.51%+24.9pp |
| Employer contribution / active EE | $1,370 | $2,460-44.3% | $2,738-50.0% | $2,270-39.7% |
| Participant deferral / active EE | $1,288 | $3,375-61.8% | $3,711-65.3% | $3,740-65.5% |
| Admin fee / account holder | $27 | $214-87.2% | $3,848-99.3% | $513-94.6% |