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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 | $39,105 | $127,096-69.2% | $105,736-63.0% | $135,380-71.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 76.3%+9.4pp | 82.6%+3.1pp |
| Annual return | -1.36% | 4.49%-5.8pp | 6.27%-7.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $4,530 | $4,107+10.3% | $3,268+38.6% | $4,779-5.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $137 | $9,087-98.5% | $6,913-98.0% | $10,828-98.7% |