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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 | $67,525 | $113,941-40.7% | $94,229-28.3% | $125,389-46.1% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | -0.23% | 5.29%-5.5pp | 10.68%-10.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $994 | $4,727-79.0% | $3,587-72.3% | $4,866-79.6% |
| Participant deferral / active EE | $1,117 | $5,179-78.4% | $4,320-74.1% | $5,352-79.1% |
| Admin fee / account holder | $8 | $8,392-99.9% | $6,269-99.9% | $9,541-99.9% |