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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 | $47,890 | $99,345-51.8% | $84,753-43.5% | $273,972-82.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | 22.93%-15.2pp | 22.78%-15.1pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,000 | $4,214+18.7% | $3,574+39.9% | $4,869+2.7% |
| Participant deferral / active EE | $54 | $4,270-98.7% | $3,712-98.5% | $5,287-99.0% |
| Admin fee / account holder | $76 | $6,645-98.9% | $5,333-98.6% | $10,133-99.2% |