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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 | $68,308 | $92,219-25.9% | $76,767-11.0% | $135,380-49.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -3.52% | 5.46%-9.0pp | 2.43%-6.0pp | 519.81%-523.3pp |
| Employer contribution / active EE | $934 | $3,216-71.0% | $2,485-62.4% | $4,779-80.5% |
| Participant deferral / active EE | $1,371 | $4,508-69.6% | $3,852-64.4% | $5,609-75.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |