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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 | $19,738 | $167,353-88.2% | $143,797-86.3% | $134,545-85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.33% | 0.48%-0.8pp | -0.04%-0.3pp | 418.37%-418.7pp |
| Employer contribution / active EE | $6,760 | $5,620+20.3% | $4,952+36.5% | $4,742+42.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |