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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 | $23,083 | $61,660-62.6% | $80,022-71.2% | $64,173-64.0% |
| Participation rate | 91.4% | 71.7%+19.7pp | 75.8%+15.6pp | 69.6%+21.9pp |
| Annual return | -4.77% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,374 | $1,810-24.1% | $2,468-44.3% | $2,381-42.3% |
| Participant deferral / active EE | $1,075 | $2,968-63.8% | $3,686-70.8% | $3,470-69.0% |
| Admin fee / account holder | $216 | $5,417-96.0% | $6,521-96.7% | $4,887-95.6% |