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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 | $73,063 | $131,835-44.6% | $108,582-32.7% | $273,972-73.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.71% | -91.57%+99.3pp | -51.70%+59.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $15,691 | $4,913+219.4% | $3,758+317.5% | $4,869+222.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $186 | $10,253-98.2% | $7,645-97.6% | $10,133-98.2% |