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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 | $101,749 | $167,522-39.3% | $151,639-32.9% | $134,532-24.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.58% | 7.81%-27.4pp | 3.34%-22.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $7,000 | $6,828+2.5% | $6,165+13.5% | $4,741+47.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $236 | $13,780-98.3% | $11,613-98.0% | $11,429-97.9% |