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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 | $92,536 | $86,701+6.7% | $73,309+26.2% | $125,389-26.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.05% | 2.78%-4.8pp | 5.67%-7.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $39,490 | $4,152+851.0% | $3,237+1119.9% | $4,866+711.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |