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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 | $33,502 | $72,273-53.6% | $101,275-66.9% | $79,856-58.0% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 11.44% | 22.30%-10.9pp | 46.48%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,308 | $2,691+22.9% | $3,660-9.6% | $2,471+33.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $213 | $4,401-95.2% | $5,948-96.4% | $5,306-96.0% |