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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 | $39,013 | $107,806-63.8% | $90,655-57.0% | $135,382-71.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -8.20% | -0.90%-7.3pp | 1.89%-10.1pp | 519.77%-528.0pp |
| Employer contribution / active EE | $175 | $3,018-94.2% | $2,532-93.1% | $4,779-96.3% |
| Participant deferral / active EE | $187 | $3,872-95.2% | $3,425-94.5% | $5,609-96.7% |
| Admin fee / account holder | $122 | $5,931-97.9% | $4,994-97.5% | $10,829-98.9% |