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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 | $32,999 | $39,132-15.7% | $57,196-42.3% | $62,881-47.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.66% | 9.24%-3.6pp | 14.59%-8.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,733 | $1,874+45.9% | $2,683+1.9% | $2,281+19.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $283 | $2,594-89.1% | $3,141-91.0% | $4,296-93.4% |