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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 | $31,309 | $211,946-85.2% | $169,452-81.5% | $135,380-76.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.51% | 3.26%-11.8pp | 1.83%-10.3pp | 519.81%-528.3pp |
| Employer contribution / active EE | $899 | $5,117-82.4% | $4,157-78.4% | $4,779-81.2% |
| Participant deferral / active EE | $130 | $6,075-97.9% | $5,277-97.5% | $5,609-97.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |