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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 | $35,649 | $167,353-78.7% | $143,797-75.2% | $134,545-73.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -10.44% | 0.48%-10.9pp | -0.04%-10.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $2,957 | $5,620-47.4% | $4,952-40.3% | $4,742-37.6% |
| Participant deferral / active EE | $1,557 | $6,447-75.8% | $5,638-72.4% | $6,401-75.7% |
| Admin fee / account holder | $5 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |