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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 | $53,742 | $95,917-44.0% | $79,583-32.5% | $134,545-60.1% |
| Participation rate | 85.0% | 75.0%+10.0pp | 69.5%+15.5pp | 81.2%+3.8pp |
| Annual return | 6.66% | -2.70%+9.4pp | 0.16%+6.5pp | 418.37%-411.7pp |
| Employer contribution / active EE | $2,198 | $3,129-29.7% | $2,414-8.9% | $4,742-53.6% |
| Participant deferral / active EE | $724 | $4,694-84.6% | $3,986-81.8% | $6,401-88.7% |
| Admin fee / account holder | $53 | $9,132-99.4% | $6,835-99.2% | $11,431-99.5% |