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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 | $32,684 | $140,592-76.8% | $123,105-73.5% | $125,389-73.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.23% | 16.80%-14.6pp | 13.22%-11.0pp | 282.24%-280.0pp |
| Employer contribution / active EE | $1,945 | $6,041-67.8% | $5,151-62.2% | $4,866-60.0% |
| Participant deferral / active EE | $1,573 | $6,980-77.5% | $6,229-74.7% | $5,352-70.6% |
| Admin fee / account holder | $104 | $11,198-99.1% | $9,014-98.8% | $9,541-98.9% |