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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 | $34,187 | $94,529-63.8% | $140,019-75.6% | $64,173-46.7% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | 2.37% | 7.77%-5.4pp | 651.15%-648.8pp | 7.63%-5.3pp |
| Employer contribution / active EE | $1,276 | $3,812-66.5% | $5,605-77.2% | $2,381-46.4% |
| Participant deferral / active EE | $1,073 | $5,250-79.6% | $6,927-84.5% | $3,470-69.1% |
| Admin fee / account holder | $192 | $6,741-97.2% | $10,705-98.2% | $4,887-96.1% |