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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 | $161,168 | $92,219+74.8% | $76,766+109.9% | $135,382+19.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.03% | 5.46%-4.4pp | 2.43%-1.4pp | 519.77%-518.7pp |
| Employer contribution / active EE | $1,333 | $3,216-58.5% | $2,485-46.3% | $4,779-72.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $272 | $10,749-97.5% | $6,675-95.9% | $10,829-97.5% |