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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 | $48,576 | $107,030-54.6% | $73,550-34.0% | $147,586-67.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.04% | 38.25%-23.2pp | -15.16%+30.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,186 | $1,760+24.2% | $1,219+79.3% | $4,876-55.2% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $199 | $3,055-93.5% | $2,320-91.4% | $10,886-98.2% |