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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 | $36,640 | $48,313-24.2% | $73,309-50.0% | $52,331-30.0% |
| Participation rate | 74.8% | 68.6%+6.2pp | 74.9%-0.1pp | 68.1%+6.7pp |
| Annual return | 0.00% | 3.85%-3.8pp | 5.67%-5.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $443 | $1,661-73.3% | $3,237-86.3% | $1,882-76.5% |
| Participant deferral / active EE | $1,400 | $4,189-66.6% | $4,991-71.9% | $3,022-53.7% |
| Admin fee / account holder | $31 | $404-92.4% | $5,635-99.5% | $592-94.8% |