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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 | $186,839 | $82,288+127.1% | $68,794+171.6% | $134,509+38.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.46% | -2.19%-11.3pp | -6.37%-7.1pp | 418.13%-431.6pp |
| Employer contribution / active EE | $11,328 | $3,301+243.2% | $2,656+326.6% | $4,741+139.0% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |