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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 | $56,229 | $75,935-26.0% | $60,547-7.1% | $125,389-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 2.41% | -5.38%+7.8pp | 335.64%-333.2pp | 282.24%-279.8pp |
| Employer contribution / active EE | $3,636 | $3,438+5.8% | $2,419+50.3% | $4,866-25.3% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |