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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 | $36,482 | $142,361-74.4% | $119,608-69.5% | $134,509-72.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -17.05% | -12.46%-4.6pp | -14.98%-2.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,093 | $5,224-79.1% | $4,232-74.2% | $4,741-76.9% |
| Participant deferral / active EE | $1,220 | $6,468-81.1% | $5,601-78.2% | $6,400-80.9% |
| Admin fee / account holder | $299 | $13,588-97.8% | $10,326-97.1% | $11,427-97.4% |