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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 | $57,823 | $100,811-42.6% | $86,698-33.3% | $134,545-57.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -20.02% | 29.11%-49.1pp | 35.96%-56.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $1,040 | $3,490-70.2% | $2,837-63.3% | $4,742-78.1% |
| Participant deferral / active EE | $993 | $5,339-81.4% | $4,656-78.7% | $6,401-84.5% |
| Admin fee / account holder | $28 | $10,926-99.7% | $7,492-99.6% | $11,431-99.8% |