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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 | $53,662 | $76,551-29.9% | $123,894-56.7% | $62,881-14.7% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 6.85% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,302 | $2,882+14.6% | $4,617-28.5% | $2,281+44.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $284 | $4,826-94.1% | $8,357-96.6% | $4,296-93.4% |