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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 | $31,960 | $82,032-61.0% | $123,106-74.0% | $59,632-46.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.71% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $1,444 | $3,297-56.2% | $5,151-72.0% | $2,203-34.4% |
| Participant deferral / active EE | $1,959 | $4,667-58.0% | $6,229-68.6% | $3,192-38.6% |
| Admin fee / account holder | $281 | $5,881-95.2% | $9,015-96.9% | $4,297-93.5% |