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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 | $47,185 | $142,392-66.9% | $119,622-60.6% | $134,532-64.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.07% | -12.46%+13.5pp | -14.98%+16.1pp | 418.27%-417.2pp |
| Employer contribution / active EE | $7,533 | $5,224+44.2% | $4,232+78.0% | $4,741+58.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |