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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 | $41,103 | $62,586-34.3% | $76,766-46.5% | $64,181-36.0% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -6.43% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,811 | $1,832-1.2% | $2,485-27.1% | $2,381-23.9% |
| Participant deferral / active EE | $809 | $3,145-74.3% | $3,851-79.0% | $3,470-76.7% |
| Admin fee / account holder | $83 | $4,667-98.2% | $6,675-98.8% | $4,887-98.3% |