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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 | $147,074 | $82,324+78.7% | $68,803+113.8% | $134,545+9.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.69% | -2.17%-8.5pp | -6.37%-4.3pp | 418.37%-429.1pp |
| Employer contribution / active EE | $12,899 | $3,302+290.7% | $2,656+385.7% | $4,742+172.0% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |