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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 | $164,014 | $167,352-2.0% | $143,788+14.1% | $134,509+21.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.29% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $698 | $6,447-89.2% | $5,638-87.6% | $6,400-89.1% |
| Admin fee / account holder | $2 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |