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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 | $36,440 | $63,082-42.2% | $81,716-55.4% | $79,852-54.4% |
| Participation rate | 97.4% | 67.5%+29.8pp | 72.0%+25.4pp | 69.6%+27.7pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $350 | $1,795-80.5% | $4,310-91.9% | $2,471-85.8% |
| Participant deferral / active EE | $661 | $2,780-76.2% | $7,108-90.7% | $3,740-82.3% |
| Admin fee / account holder | $54 | $4,428-98.8% | $5,159-99.0% | $5,306-99.0% |