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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 | $64,688 | $86,701-25.4% | $73,309-11.8% | $125,389-48.4% |
| Participation rate | 76.9% | 78.6%-1.7pp | 74.9%+2.0pp | 83.2%-6.3pp |
| Annual return | 1.90% | 2.78%-0.9pp | 5.67%-3.8pp | 282.24%-280.3pp |
| Employer contribution / active EE | $888 | $4,152-78.6% | $3,237-72.6% | $4,866-81.8% |
| Participant deferral / active EE | $1,364 | $5,549-75.4% | $4,991-72.7% | $5,352-74.5% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |