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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 | $24,668 | $63,845-61.4% | $81,370-69.7% | $80,959-69.5% |
| Participation rate | 97.2% | 63.9%+33.3pp | 69.5%+27.7pp | 67.7%+29.6pp |
| Annual return | 0.00% | 16.37%-16.4pp | 24.85%-24.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $789 | $1,980-60.2% | $2,464-68.0% | $2,757-71.4% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $208 | $5,688-96.3% | $5,749-96.4% | $6,925-97.0% |