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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 | $50,227 | $167,352-70.0% | $143,788-65.1% | $134,509-62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.23% | 0.47%-2.7pp | -0.03%-2.2pp | 418.13%-420.4pp |
| Employer contribution / active EE | $12,409 | $5,620+120.8% | $4,952+150.6% | $4,741+161.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |