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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 | $23,912 | $73,863-67.6% | $143,797-83.4% | $68,490-65.1% |
| Participation rate | 96.8% | 66.7%+30.2pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -19.15% | 0.91%-20.1pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,366 | $3,185-57.1% | $4,952-72.4% | $2,597-47.4% |
| Participant deferral / active EE | $607 | $3,385-82.1% | $5,638-89.2% | $4,028-84.9% |
| Admin fee / account holder | $30 | $5,756-99.5% | $14,679-99.8% | $5,403-99.5% |