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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 | $55,802 | $43,075+29.5% | $74,577-25.2% | $62,881-11.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 12.42% | 17.50%-5.1pp | 20.47%-8.0pp | 20.14%-7.7pp |
| Employer contribution / active EE | $744 | $1,498-50.3% | $2,525-70.5% | $2,281-67.4% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $285 | $2,840-90.0% | $4,138-93.1% | $4,296-93.4% |