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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 | $71,725 | $113,941-37.1% | $94,229-23.9% | $125,389-42.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.17% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,876 | $4,727+3.1% | $3,587+35.9% | $4,866+0.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $172 | $8,392-97.9% | $6,269-97.3% | $9,541-98.2% |