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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 | $32,249 | $127,386-74.7% | $115,037-72.0% | $125,388-74.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.86% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $862 | $5,166-83.3% | $4,608-81.3% | $4,866-82.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $180 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |