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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 | $75,390 | $103,000-26.8% | $90,300-16.5% | $152,885-50.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.28% | 95.19%-72.9pp | 78.11%-55.8pp | 345.39%-323.1pp |
| Employer contribution / active EE | $4,167 | $3,138+32.8% | $2,854+46.0% | $4,763-12.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |