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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 | $30,060 | $131,835-77.2% | $108,582-72.3% | $273,972-89.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.81% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,426 | $4,913-50.6% | $3,758-35.5% | $4,869-50.2% |
| Participant deferral / active EE | $1,412 | $5,127-72.5% | $4,311-67.3% | $5,287-73.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |