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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 | $10,286 | $73,863-86.1% | $143,797-92.8% | $68,490-85.0% |
| Participation rate | 92.4% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.5pp |
| Annual return | -16.95% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $660 | $3,185-79.3% | $4,952-86.7% | $2,597-74.6% |
| Participant deferral / active EE | $858 | $3,385-74.7% | $5,638-84.8% | $4,028-78.7% |
| Admin fee / account holder | $289 | $5,756-95.0% | $14,679-98.0% | $5,403-94.7% |