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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 | $111,198 | $142,392-21.9% | $119,622-7.0% | $134,532-17.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.57% | -12.46%+2.9pp | -14.98%+5.4pp | 418.27%-427.8pp |
| Employer contribution / active EE | $55,350 | $5,224+959.6% | $4,232+1207.8% | $4,741+1067.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |