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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 | $53,112 | $72,273-26.5% | $101,275-47.6% | $79,856-33.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.41% | 22.30%-6.9pp | 46.48%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,115 | $2,691-21.4% | $3,660-42.2% | $2,471-14.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $243 | $4,401-94.5% | $5,948-95.9% | $5,306-95.4% |