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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 | $132,637 | $92,219+43.8% | $76,767+72.8% | $135,380-2.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -3.66% | 5.46%-9.1pp | 2.43%-6.1pp | 519.81%-523.5pp |
| Employer contribution / active EE | $9,314 | $3,216+189.6% | $2,485+274.8% | $4,779+94.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $153 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |