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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 | $19,138 | $167,353-88.6% | $143,797-86.7% | $134,545-85.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.95% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,288 | $5,620-59.3% | $4,952-53.8% | $4,742-51.8% |
| Participant deferral / active EE | $883 | $6,447-86.3% | $5,638-84.3% | $6,401-86.2% |
| Admin fee / account holder | $176 | $18,096-99.0% | $14,679-98.8% | $11,431-98.5% |