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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 | $47,992 | $98,240-51.1% | $82,312-41.7% | $147,586-67.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.11% | 30.85%-13.7pp | 25.88%-8.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $6,250 | $3,192+95.8% | $2,428+157.4% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $226 | $8,563-97.4% | $5,608-96.0% | $10,886-97.9% |