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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 | $52,230 | $167,352-68.8% | $143,788-63.7% | $134,509-61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.83% | 0.47%-18.3pp | -0.03%-17.8pp | 418.13%-436.0pp |
| Employer contribution / active EE | $3,658 | $5,620-34.9% | $4,952-26.1% | $4,741-22.8% |
| Participant deferral / active EE | $903 | $6,447-86.0% | $5,638-84.0% | $6,400-85.9% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |