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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 | $229,439 | $167,353+37.1% | $143,797+59.6% | $134,545+70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.48%-16.2pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,986 | $5,620-64.7% | $4,952-59.9% | $4,742-58.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28 | $18,096-99.8% | $14,679-99.8% | $11,431-99.8% |