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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 | $140,884 | $133,981+5.2% | $112,249+25.5% | $134,532+4.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.98% | 47.16%-45.2pp | 27.48%-25.5pp | 418.27%-416.3pp |
| Employer contribution / active EE | $2,745 | $4,040-32.1% | $3,636-24.5% | $4,741-42.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |