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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 | $38,257 | $69,977-45.3% | $108,582-64.8% | $62,881-39.2% |
| Participation rate | 96.6% | 72.9%+23.7pp | 79.6%+17.0pp | 69.3%+27.2pp |
| Annual return | 6.27% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,544 | $2,135-27.7% | $3,758-58.9% | $2,281-32.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $24 | $5,076-99.5% | $7,645-99.7% | $4,296-99.5% |