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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 | $44,049 | $62,589-29.6% | $76,768-42.6% | $64,173-31.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.25% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,615 | $1,832+42.7% | $2,485+5.2% | $2,381+9.8% |
| Participant deferral / active EE | $1,058 | $3,145-66.3% | $3,852-72.5% | $3,470-69.5% |
| Admin fee / account holder | $106 | $4,667-97.7% | $6,675-98.4% | $4,887-97.8% |