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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 | $18,528 | $64,719-71.4% | $112,249-83.5% | $68,486-72.9% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.1%+4.9pp | 67.9%+12.1pp |
| Annual return | -16.61% | -11.40%-5.2pp | 27.48%-44.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,000 | $2,747+45.6% | $3,636+10.0% | $2,597+54.0% |
| Participant deferral / active EE | $305 | $3,565-91.4% | $4,729-93.5% | $4,028-92.4% |
| Admin fee / account holder | $182 | $5,232-96.5% | $6,412-97.2% | $5,404-96.6% |