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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 | $16,622 | $97,020-82.9% | $83,327-80.1% | $135,380-87.7% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -7.21% | 12.31%-19.5pp | 10.64%-17.9pp | 519.81%-527.0pp |
| Employer contribution / active EE | $743 | $4,144-82.1% | $3,379-78.0% | $4,779-84.4% |
| Participant deferral / active EE | $1,530 | $5,964-74.3% | $5,565-72.5% | $5,609-72.7% |
| Admin fee / account holder | $151 | $8,426-98.2% | $7,540-98.0% | $10,828-98.6% |