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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 | $70,331 | $106,115-33.7% | $85,969-18.2% | $125,389-43.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.56% | 13.93%-15.5pp | 9.32%-10.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $11,099 | $4,537+144.6% | $3,474+219.4% | $4,866+128.1% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $38 | $8,144-99.5% | $6,053-99.4% | $9,541-99.6% |