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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 | $49,800 | $62,586-20.4% | $76,766-35.1% | $64,181-22.4% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -3.49% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $419 | $1,832-77.2% | $2,485-83.2% | $2,381-82.4% |
| Participant deferral / active EE | $1,131 | $3,145-64.0% | $3,851-70.6% | $3,470-67.4% |
| Admin fee / account holder | $104 | $4,667-97.8% | $6,675-98.4% | $4,887-97.9% |