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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 | $74,204 | $62,583+18.6% | $76,767-3.3% | $64,173+15.6% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | 0.41% | -1.95%+2.4pp | 2.43%-2.0pp | 7.63%-7.2pp |
| Employer contribution / active EE | $1,935 | $1,832+5.6% | $2,485-22.1% | $2,381-18.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $29 | $4,667-99.4% | $6,675-99.6% | $4,887-99.4% |