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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 | $21,542 | $64,311-66.5% | $57,356-62.4% | $125,389-82.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 75.1%+13.2pp | 83.2%+5.0pp |
| Annual return | -0.79% | 25.14%-25.9pp | 24.41%-25.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,714 | $3,193+79.0% | $2,689+112.5% | $4,866+17.4% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $230 | $5,243-95.6% | $3,357-93.2% | $9,541-97.6% |