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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 | $27,439 | $65,703-58.2% | $94,224-70.9% | $59,632-54.0% |
| Participation rate | 83.3% | 72.1%+11.2pp | 78.8%+4.6pp | 68.7%+14.7pp |
| Annual return | -2.02% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $833 | $2,021-58.8% | $3,587-76.8% | $2,203-62.2% |
| Participant deferral / active EE | $570 | $3,143-81.9% | $4,320-86.8% | $3,192-82.1% |
| Admin fee / account holder | $263 | $4,264-93.8% | $6,269-95.8% | $4,297-93.9% |