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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 | $30,309 | $117,433-74.2% | $99,475-69.5% | $152,897-80.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 8.98% | 31.87%-22.9pp | 30.72%-21.7pp | 345.43%-336.5pp |
| Employer contribution / active EE | $237 | $3,013-92.1% | $2,540-90.7% | $4,764-95.0% |
| Participant deferral / active EE | $489 | $4,086-88.0% | $3,619-86.5% | $5,851-91.6% |
| Admin fee / account holder | $2 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |