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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 | $34,360 | $62,586-45.1% | $76,766-55.2% | $64,181-46.5% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -6.53% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,032 | $1,832-43.7% | $2,485-58.5% | $2,381-56.7% |
| Participant deferral / active EE | $1,189 | $3,145-62.2% | $3,851-69.1% | $3,470-65.7% |
| Admin fee / account holder | $266 | $4,667-94.3% | $6,675-96.0% | $4,887-94.6% |