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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 | $46,547 | $52,678-11.6% | $75,782-38.6% | $59,632-21.9% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.8%+13.1pp | 68.7%+20.2pp |
| Annual return | -1.64% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $3,784 | $2,193+72.5% | $3,323+13.9% | $2,203+71.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $65 | $3,610-98.2% | $5,300-98.8% | $4,297-98.5% |