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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 | $28,312 | $60,349-53.1% | $74,184-61.8% | $62,881-55.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 16.40% | 21.38%-5.0pp | 17.74%-1.3pp | 20.14%-3.7pp |
| Employer contribution / active EE | $1,240 | $1,680-26.2% | $2,370-47.7% | $2,281-45.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $79 | $4,261-98.2% | $5,586-98.6% | $4,296-98.2% |