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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 | $57,767 | $96,558-40.2% | $80,977-28.7% | $273,972-78.9% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 5.51% | 15.14%-9.6pp | 17.11%-11.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,522 | $6,598-76.9% | $5,696-73.3% | $5,287-71.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |