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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 | $35,068 | $81,870-57.2% | $119,634-70.7% | $68,490-48.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.01% | -23.82%+10.8pp | -14.98%+2.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $10,000 | $2,692+271.5% | $4,232+136.3% | $2,597+285.1% |
| Participant deferral / active EE | $1,246 | $4,148-70.0% | $5,601-77.7% | $4,028-69.1% |
| Admin fee / account holder | $211 | $6,583-96.8% | $10,329-98.0% | $5,403-96.1% |