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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 | $133,059 | $95,917+38.7% | $79,583+67.2% | $134,545-1.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.41% | -2.70%-12.7pp | 0.16%-15.6pp | 418.37%-433.8pp |
| Employer contribution / active EE | $5,420 | $3,129+73.2% | $2,414+124.6% | $4,742+14.3% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |