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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 | $63,962 | $142,409-55.1% | $119,634-46.5% | $134,545-52.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.02% | -12.46%+15.5pp | -14.98%+18.0pp | 418.37%-415.4pp |
| Employer contribution / active EE | $6,250 | $5,224+19.6% | $4,232+47.7% | $4,742+31.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |