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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 | $19,869 | $71,353-72.2% | $92,805-78.6% | $86,983-77.2% |
| Participation rate | 96.3% | 80.9%+15.4pp | 83.5%+12.8pp | 69.5%+26.8pp |
| Annual return | 24.03% | 44.68%-20.7pp | 31.59%-7.6pp | 25.83%-1.8pp |
| Employer contribution / active EE | $2,802 | $2,468+13.5% | $3,424-18.2% | $2,584+8.4% |
| Participant deferral / active EE | $1,495 | $6,966-78.5% | $8,448-82.3% | $4,194-64.3% |
| Admin fee / account holder | $25 | $6,099-99.6% | $10,911-99.8% | $7,856-99.7% |