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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 | $85,999 | $113,941-24.5% | $94,229-8.7% | $125,389-31.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -0.65% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $969 | $5,179-81.3% | $4,320-77.6% | $5,352-81.9% |
| Admin fee / account holder | $161 | $8,392-98.1% | $6,269-97.4% | $9,541-98.3% |