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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 | $36,098 | $167,353-78.4% | $143,797-74.9% | $134,545-73.2% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | 1.40% | 0.48%+0.9pp | -0.04%+1.4pp | 418.37%-417.0pp |
| Employer contribution / active EE | $1,748 | $5,620-68.9% | $4,952-64.7% | $4,742-63.1% |
| Participant deferral / active EE | $1,666 | $6,447-74.2% | $5,638-70.5% | $6,401-74.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |