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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 | $60,892 | $45,566+33.6% | $64,105-5.0% | $59,633+2.1% |
| Participation rate | 83.3% | 60.2%+23.2pp | 68.2%+15.2pp | 68.7%+14.7pp |
| Annual return | -0.05% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $3,686 | $934+294.6% | $1,820+102.6% | $2,203+67.4% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10 | $3,268-99.7% | $4,499-99.8% | $4,297-99.8% |