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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 | $137,720 | $167,353-17.7% | $143,797-4.2% | $134,545+2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,000 | $5,620-28.8% | $4,952-19.2% | $4,742-15.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |