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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 | $130,486 | $197,819-34.0% | $155,789-16.2% | $125,389+4.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.57% | 86.73%-86.2pp | 71.54%-71.0pp | 282.24%-281.7pp |
| Employer contribution / active EE | $5,857 | $4,850+20.7% | $3,839+52.6% | $4,866+20.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $105 | $9,544-98.9% | $7,477-98.6% | $9,541-98.9% |