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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 | $43,525 | $87,542-50.3% | $75,782-42.6% | $125,393-65.3% |
| Participation rate | 72.2% | 80.2%-7.9pp | 75.8%-3.6pp | 83.2%-11.0pp |
| Annual return | -0.53% | 13.48%-14.0pp | 9.68%-10.2pp | 282.23%-282.8pp |
| Employer contribution / active EE | $1,973 | $3,930-49.8% | $3,323-40.6% | $4,866-59.4% |
| Participant deferral / active EE | $269 | $4,229-93.6% | $3,652-92.6% | $5,351-95.0% |
| Admin fee / account holder | $181 | $6,502-97.2% | $5,300-96.6% | $9,541-98.1% |