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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 | $45,738 | $127,387-64.1% | $115,038-60.2% | $125,389-63.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.07% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $552 | $6,423-91.4% | $6,026-90.8% | $5,352-89.7% |
| Admin fee / account holder | $255 | $9,516-97.3% | $8,175-96.9% | $9,541-97.3% |