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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 | $85,237 | $59,813+42.5% | $79,580+7.1% | $68,486+24.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -10.68% | -12.30%+1.6pp | 0.15%-10.8pp | -7.85%-2.8pp |
| Employer contribution / active EE | $2,188 | $1,505+45.3% | $2,413-9.4% | $2,597-15.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $295 | $4,835-93.9% | $6,835-95.7% | $5,404-94.5% |