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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 | $61,044 | $167,353-63.5% | $143,797-57.5% | $134,545-54.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 0.48%-15.2pp | -0.04%-14.7pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,014 | $5,620-64.2% | $4,952-59.3% | $4,742-57.5% |
| Participant deferral / active EE | $526 | $6,447-91.8% | $5,638-90.7% | $6,401-91.8% |
| Admin fee / account holder | $9 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |