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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 | $22,486 | $42,909-47.6% | $60,906-63.1% | $68,486-67.2% |
| Participation rate | 97.8% | 66.8%+31.1pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -10.88% | -13.99%+3.1pp | 16.94%-27.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,319 | $1,979-33.3% | $2,703-51.2% | $2,597-49.2% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $279 | $3,104-91.0% | $3,227-91.3% | $5,404-94.8% |