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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 | $155,120 | $167,352-7.3% | $143,788+7.9% | $134,509+15.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.58% | 0.47%-5.0pp | -0.03%-4.5pp | 418.13%-422.7pp |
| Employer contribution / active EE | $14,675 | $5,620+161.1% | $4,952+196.4% | $4,741+209.6% |
| Participant deferral / active EE | $1,300 | $6,447-79.8% | $5,638-76.9% | $6,400-79.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |