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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 | $22,681 | $100,811-77.5% | $86,698-73.8% | $134,545-83.1% |
| Participation rate | 77.8% | 79.0%-1.2pp | 76.6%+1.2pp | 81.2%-3.5pp |
| Annual return | -18.75% | 29.11%-47.9pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $839 | $3,490-76.0% | $2,837-70.4% | $4,742-82.3% |
| Participant deferral / active EE | $1,101 | $5,339-79.4% | $4,656-76.3% | $6,401-82.8% |
| Admin fee / account holder | $62 | $10,926-99.4% | $7,492-99.2% | $11,431-99.5% |