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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 | $89,010 | $127,387-30.1% | $115,038-22.6% | $125,389-29.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.64% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,408 | $5,166-53.4% | $4,608-47.7% | $4,866-50.5% |
| Participant deferral / active EE | $1,359 | $6,423-78.8% | $6,026-77.5% | $5,352-74.6% |
| Admin fee / account holder | $36 | $9,516-99.6% | $8,175-99.6% | $9,541-99.6% |