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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 | $26,534 | $67,894-60.9% | $89,340-70.3% | $82,448-67.8% |
| Participation rate | 82.2% | 64.0%+18.2pp | 69.6%+12.7pp | 68.1%+14.2pp |
| Annual return | 20.69% | 19.21%+1.5pp | 20.57%+0.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,815 | $1,828+54.0% | $2,231+26.2% | $2,551+10.3% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $5,723-100.0% | $6,704-100.0% | $7,234-100.0% |