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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 | $66,388 | $85,790-22.6% | $67,313-1.4% | $135,380-51.0% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | 1.83% | -0.54%+2.4pp | -4.08%+5.9pp | 519.81%-518.0pp |
| Employer contribution / active EE | $2,500 | $3,487-28.3% | $2,566-2.6% | $4,779-47.7% |
| Participant deferral / active EE | $1,014 | $4,651-78.2% | $3,568-71.6% | $5,609-81.9% |
| Admin fee / account holder | $244 | $6,392-96.2% | $4,507-94.6% | $10,828-97.7% |