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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 | $28,363 | $56,894-50.1% | $84,753-66.5% | $62,881-54.9% |
| Participation rate | 86.5% | 68.5%+17.9pp | 76.6%+9.9pp | 69.3%+17.2pp |
| Annual return | 7.81% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $946 | $2,400-60.6% | $3,574-73.5% | $2,281-58.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |