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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 | $50,869 | $113,941-55.4% | $94,229-46.0% | $125,389-59.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.45% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $10,000 | $4,727+111.5% | $3,587+178.8% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |