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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 | $72,607-63.5% | $90,259-70.6% | $87,485-69.7% |
| Participation rate | 82.2% | 64.8%+17.4pp | 70.7%+11.5pp | 68.9%+13.3pp |
| Annual return | 20.69% | 18.59%+2.1pp | 18.88%+1.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $2,815 | $1,919+46.6% | $2,291+22.9% | $2,596+8.4% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $5,947-100.0% | $7,267-100.0% | $7,775-100.0% |