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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 | $97,032 | $167,522-42.1% | $151,639-36.0% | $134,532-27.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.23% | 7.81%-27.0pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $4,591 | $6,828-32.8% | $6,165-25.5% | $4,741-3.2% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $184 | $13,780-98.7% | $11,613-98.4% | $11,429-98.4% |