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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 | $175,101 | $211,946-17.4% | $169,452+3.3% | $135,380+29.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.72% | 3.26%-10.0pp | 1.83%-8.6pp | 519.81%-526.5pp |
| Employer contribution / active EE | $8,477 | $5,117+65.7% | $4,157+103.9% | $4,779+77.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |