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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 | $39,472 | $64,311-38.6% | $57,356-31.2% | $125,389-68.5% |
| Participation rate | 94.7% | 78.6%+16.1pp | 75.1%+19.7pp | 83.2%+11.5pp |
| Annual return | -1.38% | 25.14%-26.5pp | 24.41%-25.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,053 | $3,193-67.0% | $2,689-60.8% | $4,866-78.4% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $277 | $5,243-94.7% | $3,357-91.8% | $9,541-97.1% |