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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 | $38,497 | $49,249-21.8% | $70,476-45.4% | $79,852-51.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.89% | 30.09%-19.2pp | 109.12%-98.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $2,844 | $2,100+35.4% | $2,738+3.9% | $2,471+15.1% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $154 | $2,878-94.7% | $3,847-96.0% | $5,306-97.1% |