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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 | $105,651 | $105,866-0.2% | $90,766+16.4% | $134,545-21.5% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -12.51% | -10.99%-1.5pp | -12.16%-0.4pp | 418.37%-430.9pp |
| Employer contribution / active EE | $11,111 | $3,464+220.8% | $2,922+280.3% | $4,742+134.3% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $172 | $13,938-98.8% | $8,446-98.0% | $11,431-98.5% |