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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 | $51,188 | $127,387-59.8% | $115,038-55.5% | $125,389-59.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.48% | 31.28%-31.8pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,368 | $5,166-73.5% | $4,608-70.3% | $4,866-71.9% |
| Participant deferral / active EE | $400 | $6,423-93.8% | $6,026-93.4% | $5,352-92.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |