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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 | $101,004 | $62,583+61.4% | $76,767+31.6% | $64,173+57.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $443 | $1,832-75.8% | $2,485-82.2% | $2,381-81.4% |
| Participant deferral / active EE | $1,140 | $3,145-63.8% | $3,852-70.4% | $3,470-67.1% |
| Admin fee / account holder | $111 | $4,667-97.6% | $6,675-98.3% | $4,887-97.7% |