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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 | $23,140 | $76,551-69.8% | $123,894-81.3% | $62,881-63.2% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $983 | $2,882-65.9% | $4,617-78.7% | $2,281-56.9% |
| Participant deferral / active EE | $1,872 | $4,840-61.3% | $5,984-68.7% | $3,203-41.6% |
| Admin fee / account holder | $96 | $4,826-98.0% | $8,357-98.8% | $4,296-97.8% |