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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 | $15,238 | $97,020-84.3% | $83,322-81.7% | $135,379-88.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.80% | 12.31%-20.1pp | 10.64%-18.4pp | 519.79%-527.6pp |
| Employer contribution / active EE | $1,078 | $4,144-74.0% | $3,379-68.1% | $4,779-77.4% |
| Participant deferral / active EE | $1,617 | $5,964-72.9% | $5,565-70.9% | $5,609-71.2% |
| Admin fee / account holder | $222 | $8,426-97.4% | $7,540-97.1% | $10,828-97.9% |