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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 | $55,394 | $56,054-1.2% | $171,082-67.6% | $62,881-11.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.10% | 22.52%-14.4pp | 32.56%-24.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,000 | $1,731+15.5% | $4,002-50.0% | $2,281-12.3% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $207 | $3,647-94.3% | $8,520-97.6% | $4,296-95.2% |