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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 | $81,670 | $167,352-51.2% | $143,788-43.2% | $134,509-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.12% | 0.47%-14.6pp | -0.03%-14.1pp | 418.13%-432.3pp |
| Employer contribution / active EE | $15,000 | $5,620+166.9% | $4,952+202.9% | $4,741+216.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |