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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 | $56,259 | $167,352-66.4% | $143,788-60.9% | $134,509-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.43% | 0.47%-13.9pp | -0.03%-13.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $9,052 | $5,620+61.1% | $4,952+82.8% | $4,741+90.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $107 | $18,091-99.4% | $14,675-99.3% | $11,427-99.1% |