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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 | $58,333 | $167,352-65.1% | $143,788-59.4% | $134,509-56.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | 0.47%-17.3pp | -0.03%-16.8pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,366 | $5,620-75.7% | $4,952-72.4% | $4,741-71.2% |
| Participant deferral / active EE | $1,500 | $6,447-76.7% | $5,638-73.4% | $6,400-76.6% |
| Admin fee / account holder | $77 | $18,091-99.6% | $14,675-99.5% | $11,427-99.3% |