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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 | $31,645 | $127,387-75.2% | $115,038-72.5% | $125,389-74.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.30% | 31.28%-33.6pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,279 | $5,166-55.9% | $4,608-50.5% | $4,866-53.2% |
| Participant deferral / active EE | $1,924 | $6,423-70.0% | $6,026-68.1% | $5,352-64.0% |
| Admin fee / account holder | $172 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |