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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 | $33,823 | $67,411-49.8% | $91,004-62.8% | $70,126-51.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.48% | -40.16%+53.6pp | 4.60%+8.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,125 | $1,786-37.0% | $2,456-54.2% | $2,343-52.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $126 | $4,236-97.0% | $5,417-97.7% | $4,645-97.3% |