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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 | $57,261 | $90,590-36.8% | $90,782-36.9% | $135,380-57.7% |
| Participation rate | 77.8% | 83.7%-6.0pp | 82.7%-4.9pp | 82.6%-4.9pp |
| Annual return | -2.18% | -3.40%+1.2pp | -3.42%+1.2pp | 519.81%-522.0pp |
| Employer contribution / active EE | $6,470 | $4,352+48.7% | $4,105+57.6% | $4,779+35.4% |
| Participant deferral / active EE | $1,618 | $5,407-70.1% | $5,366-69.9% | $5,609-71.2% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |