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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 | $96,158 | $99,032-2.9% | $80,022+20.2% | $135,380-29.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.22% | 15.39%-16.6pp | 11.22%-12.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $2,362 | $3,043-22.4% | $2,468-4.3% | $4,779-50.6% |
| Participant deferral / active EE | $569 | $4,282-86.7% | $3,686-84.6% | $5,609-89.9% |
| Admin fee / account holder | $42 | $10,436-99.6% | $6,521-99.4% | $10,828-99.6% |