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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 | $24,569 | $77,817-68.4% | $123,553-80.1% | $64,173-61.7% |
| Participation rate | 97.6% | 74.7%+22.8pp | 82.3%+15.3pp | 69.6%+28.0pp |
| Annual return | -2.41% | 12.49%-14.9pp | 119.21%-121.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,223 | $3,014-26.2% | $4,628-52.0% | $2,381-6.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $206 | $5,519-96.3% | $9,284-97.8% | $4,887-95.8% |