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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 | $73,369 | $131,835-44.3% | $108,582-32.4% | $273,972-73.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 4.12% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $13,121 | $4,913+167.1% | $3,758+249.1% | $4,869+169.5% |
| Participant deferral / active EE | $751 | $5,127-85.3% | $4,311-82.6% | $5,287-85.8% |
| Admin fee / account holder | $3 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |