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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 | $19,727 | $158,852-87.6% | $121,220-83.7% | $135,380-85.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | -3.42% | -0.64%-2.8pp | 16.94%-20.4pp | 519.81%-523.2pp |
| Employer contribution / active EE | $3,838 | $5,666-32.3% | $4,023-4.6% | $4,779-19.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $163 | $6,515-97.5% | $5,021-96.8% | $10,828-98.5% |