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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 | $36,955 | $72,177-48.8% | $115,038-67.9% | $59,633-38.0% |
| Participation rate | 73.7% | 72.6%+1.1pp | 81.4%-7.7pp | 68.7%+5.0pp |
| Annual return | -0.44% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,556 | $4,783-67.5% | $6,026-74.2% | $3,192-51.2% |
| Admin fee / account holder | $233 | $4,927-95.3% | $8,175-97.2% | $4,297-94.6% |