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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 | $40,875 | $86,949-53.0% | $102,460-60.1% | $80,959-49.5% |
| Participation rate | 94.8% | 72.4%+22.4pp | 76.5%+18.3pp | 67.7%+27.1pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.47%-29.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $24,483 | $2,370+933.2% | $3,025+709.3% | $2,757+788.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,048-100.0% | $9,460-100.0% | $6,925-100.0% |