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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 | $23,728 | $113,941-79.2% | $94,229-74.8% | $125,389-81.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.79% | 5.29%-8.1pp | 10.68%-13.5pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,425 | $4,727-48.7% | $3,587-32.4% | $4,866-50.2% |
| Participant deferral / active EE | $1,440 | $5,179-72.2% | $4,320-66.7% | $5,352-73.1% |
| Admin fee / account holder | $208 | $8,392-97.5% | $6,269-96.7% | $9,541-97.8% |