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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 | $61,555 | $167,353-63.2% | $143,797-57.2% | $134,545-54.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.50% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,637 | $5,620-53.1% | $4,952-46.8% | $4,742-44.4% |
| Participant deferral / active EE | $786 | $6,447-87.8% | $5,638-86.1% | $6,401-87.7% |
| Admin fee / account holder | $287 | $18,096-98.4% | $14,679-98.0% | $11,431-97.5% |