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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 | $64,794 | $127,387-49.1% | $115,038-43.7% | $125,389-48.3% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -2.43% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,102 | $6,423-82.8% | $6,026-81.7% | $5,352-79.4% |
| Admin fee / account holder | $97 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |