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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 | $179,175 | $158,852+12.8% | $121,220+47.8% | $135,379+32.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -7.63% | -0.64%-7.0pp | 16.94%-24.6pp | 519.79%-527.4pp |
| Employer contribution / active EE | $329 | $5,666-94.2% | $4,023-91.8% | $4,779-93.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |