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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 | $146,736 | $158,852-7.6% | $121,220+21.0% | $135,380+8.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | -0.64%-5.0pp | 16.94%-22.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $7,983 | $5,666+40.9% | $4,023+98.5% | $4,779+67.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $37 | $6,515-99.4% | $5,021-99.3% | $10,828-99.7% |