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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 | $117,158 | $211,946-44.7% | $169,452-30.9% | $135,382-13.5% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -5.90% | 3.26%-9.2pp | 1.83%-7.7pp | 519.77%-525.7pp |
| Employer contribution / active EE | $11,471 | $5,117+124.2% | $4,157+175.9% | $4,779+140.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |