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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 | $53,427 | $52,678+1.4% | $75,784-29.5% | $59,633-10.4% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -2.40% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $7,711 | $2,193+251.6% | $3,323+132.0% | $2,203+250.1% |
| Participant deferral / active EE | $550 | $2,591-78.8% | $3,652-84.9% | $3,192-82.8% |
| Admin fee / account holder | $221 | $3,610-93.9% | $5,300-95.8% | $4,297-94.9% |