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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 | $26,599 | $52,379-49.2% | $46,225-42.5% | $273,972-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 2.93% | 7.23%-4.3pp | 7.57%-4.6pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,195 | $4,226-48.1% | $3,424-35.9% | $4,869-54.9% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |