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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 | $34,672 | $167,353-79.3% | $143,797-75.9% | $134,545-74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | 0.48%-15.7pp | -0.04%-15.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,338 | $5,620-76.2% | $4,952-73.0% | $4,742-71.8% |
| Participant deferral / active EE | $2,114 | $6,447-67.2% | $5,638-62.5% | $6,401-67.0% |
| Admin fee / account holder | $5 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |