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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 | $21,934 | $76,551-71.3% | $123,894-82.3% | $62,881-65.1% |
| Participation rate | 89.3% | 73.0%+16.3pp | 81.4%+7.9pp | 69.3%+20.0pp |
| Annual return | 7.72% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,106 | $2,882-26.9% | $4,617-54.4% | $2,281-7.7% |
| Participant deferral / active EE | $1,732 | $4,840-64.2% | $5,984-71.1% | $3,203-45.9% |
| Admin fee / account holder | $7 | $4,826-99.9% | $8,357-99.9% | $4,296-99.8% |