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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 | $35,391 | $96,558-63.3% | $80,977-56.3% | $273,972-87.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.45% | 15.14%-8.7pp | 17.11%-10.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,182 | $4,869-75.7% | $3,715-68.2% | $4,869-75.7% |
| Participant deferral / active EE | $1,187 | $6,598-82.0% | $5,696-79.2% | $5,287-77.5% |
| Admin fee / account holder | $105 | $7,493-98.6% | $5,517-98.1% | $10,133-99.0% |