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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 | $69,936 | $52,379+33.5% | $46,225+51.3% | $273,972-74.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 7.32% | 7.23%+0.1pp | 7.57%-0.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,467 | $4,226+5.7% | $3,424+30.5% | $4,869-8.3% |
| Participant deferral / active EE | $400 | $4,660-91.4% | $3,776-89.4% | $5,287-92.4% |
| Admin fee / account holder | $12 | $4,652-99.7% | $3,519-99.7% | $10,133-99.9% |