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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 | $31,060 | $167,353-81.4% | $143,797-78.4% | $134,545-76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.19% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $3,515 | $5,620-37.5% | $4,952-29.0% | $4,742-25.9% |
| Participant deferral / active EE | $1,134 | $6,447-82.4% | $5,638-79.9% | $6,401-82.3% |
| Admin fee / account holder | $173 | $18,096-99.0% | $14,679-98.8% | $11,431-98.5% |