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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 | $23,646 | $56,287-58.0% | $80,977-70.8% | $62,881-62.4% |
| Participation rate | 91.7% | 68.9%+22.7pp | 75.8%+15.9pp | 69.3%+22.4pp |
| Annual return | 10.86% | 22.13%-11.3pp | 17.11%-6.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,522 | $4,196-63.7% | $5,696-73.3% | $3,203-52.5% |
| Admin fee / account holder | $135 | $3,742-96.4% | $5,517-97.5% | $4,296-96.9% |