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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 | $46,054 | $167,362-72.5% | $143,799-68.0% | $134,532-65.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.70% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $5,800 | $5,620+3.2% | $4,952+17.1% | $4,741+22.3% |
| Participant deferral / active EE | $1,873 | $6,447-70.9% | $5,638-66.8% | $6,401-70.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |