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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 | $18,945 | $43,344-56.3% | $59,899-68.4% | $64,173-70.5% |
| Participation rate | 88.7% | 69.2%+19.6pp | 74.7%+14.0pp | 69.6%+19.2pp |
| Annual return | 3.57% | -1.55%+5.1pp | 3.46%+0.1pp | 7.63%-4.1pp |
| Employer contribution / active EE | $2,027 | $2,030-0.1% | $2,723-25.5% | $2,381-14.8% |
| Participant deferral / active EE | $452 | $2,547-82.2% | $3,402-86.7% | $3,470-87.0% |
| Admin fee / account holder | $236 | $3,008-92.2% | $3,592-93.4% | $4,887-95.2% |