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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 | $19,360 | $167,353-88.4% | $143,797-86.5% | $134,545-85.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.33% | 0.48%-5.8pp | -0.04%-5.3pp | 418.37%-423.7pp |
| Employer contribution / active EE | $1,707 | $5,620-69.6% | $4,952-65.5% | $4,742-64.0% |
| Participant deferral / active EE | $837 | $6,447-87.0% | $5,638-85.2% | $6,401-86.9% |
| Admin fee / account holder | $101 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |