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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 | $23,256 | $56,544-58.9% | $75,501-69.2% | $70,126-66.8% |
| Participation rate | 86.8% | 68.1%+18.7pp | 72.4%+14.4pp | 69.5%+17.3pp |
| Annual return | 14.44% | 23.59%-9.2pp | 27.35%-12.9pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,198 | $1,817+21.0% | $2,352-6.6% | $2,343-6.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |