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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 | $52,193 | $83,898-37.8% | $133,346-60.9% | $94,015-44.5% |
| Participation rate | 85.2% | 63.4%+21.8pp | 72.8%+12.3pp | 70.8%+14.4pp |
| Annual return | 11.75% | 16.00%-4.2pp | 36.85%-25.1pp | 17.84%-6.1pp |
| Employer contribution / active EE | $2,591 | $1,821+42.3% | $2,853-9.2% | $2,790-7.1% |
| Participant deferral / active EE | $1,045 | $3,245-67.8% | $4,332-75.9% | $4,249-75.4% |
| Admin fee / account holder | $121 | $7,809-98.4% | $14,264-99.2% | $8,951-98.6% |