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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 | $120,835 | $149,333-19.1% | $106,387+13.6% | $135,380-10.7% |
| Participation rate | 90.5% | 81.5%+9.0pp | 77.5%+13.0pp | 82.6%+7.8pp |
| Annual return | -5.60% | 0.52%-6.1pp | 0.25%-5.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,331 | $4,984-13.1% | $3,520+23.0% | $4,779-9.4% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $209 | $15,952-98.7% | $7,510-97.2% | $10,828-98.1% |