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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 | $33,607 | $167,362-79.9% | $143,799-76.6% | $134,532-75.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.27% | 0.47%-19.7pp | -0.04%-19.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,296 | $5,620-76.9% | $4,952-73.8% | $4,741-72.7% |
| Participant deferral / active EE | $1,344 | $6,447-79.2% | $5,638-76.2% | $6,401-79.0% |
| Admin fee / account holder | $92 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |