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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 | $44,862 | $99,345-54.8% | $84,753-47.1% | $273,972-83.6% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.48% | 22.93%-17.5pp | 22.78%-17.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $5,556 | $4,214+31.8% | $3,574+55.4% | $4,869+14.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $172 | $6,645-97.4% | $5,333-96.8% | $10,133-98.3% |