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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 | $33,308 | $97,027-65.7% | $83,323-60.0% | $135,382-75.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.74% | 12.31%-17.1pp | 10.63%-15.4pp | 519.77%-524.5pp |
| Employer contribution / active EE | $1,352 | $4,143-67.4% | $3,379-60.0% | $4,779-71.7% |
| Participant deferral / active EE | $1,352 | $5,964-77.3% | $5,565-75.7% | $5,609-75.9% |
| Admin fee / account holder | $169 | $8,427-98.0% | $7,539-97.8% | $10,829-98.4% |