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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 | $29,723 | $167,353-82.2% | $143,797-79.3% | $134,545-77.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $5,812 | $5,620+3.4% | $4,952+17.4% | $4,742+22.6% |
| Participant deferral / active EE | $2,011 | $6,447-68.8% | $5,638-64.3% | $6,401-68.6% |
| Admin fee / account holder | $65 | $18,096-99.6% | $14,679-99.6% | $11,431-99.4% |