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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 | $54,876 | $95,383-42.5% | $185,837-70.5% | $85,856-36.1% |
| Participation rate | 75.9% | 68.8%+7.1pp | 81.7%-5.8pp | 69.3%+6.5pp |
| Annual return | 14.47% | 23.59%-9.1pp | 122.08%-107.6pp | 318.58%-304.1pp |
| Employer contribution / active EE | $1,479 | $3,313-55.4% | $5,168-71.4% | $2,565-42.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $7,213-100.0% | $16,241-100.0% | $6,261-100.0% |