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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 | $133,253 | $92,219+44.5% | $76,768+73.6% | $135,379-1.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.35% | 5.46%-8.8pp | 2.43%-5.8pp | 519.79%-523.1pp |
| Employer contribution / active EE | $10,138 | $3,216+215.2% | $2,485+307.9% | $4,779+112.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |