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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 | $39,855 | $103,949-61.7% | $69,182-42.4% | $273,972-85.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.10% | 35.28%-32.2pp | -21.93%+25.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $11,144 | $1,783+525.0% | $1,206+823.9% | $4,869+128.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |