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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 | $78,539 | $86,701-9.4% | $73,309+7.1% | $125,389-37.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.61% | 2.78%-5.4pp | 5.67%-8.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $8,000 | $4,152+92.7% | $3,237+147.1% | $4,866+64.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $90 | $7,768-98.8% | $5,635-98.4% | $9,541-99.1% |