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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 | $45,629 | $167,362-72.7% | $143,799-68.3% | $134,532-66.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -8.53% | 0.47%-9.0pp | -0.04%-8.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $1,339 | $5,620-76.2% | $4,952-73.0% | $4,741-71.8% |
| Participant deferral / active EE | $1,958 | $6,447-69.6% | $5,638-65.3% | $6,401-69.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |