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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 | $30,817 | $135,956-77.3% | $123,894-75.1% | $273,972-88.8% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 7.13% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,355 | $5,170-73.8% | $4,617-70.7% | $4,869-72.2% |
| Participant deferral / active EE | $1,605 | $6,343-74.7% | $5,984-73.2% | $5,287-69.7% |
| Admin fee / account holder | -$2 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |