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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 | $52,312 | $114,013-54.1% | $103,693-49.6% | $155,188-66.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 20.91% | 49.31%-28.4pp | 47.61%-26.7pp | 148.84%-127.9pp |
| Employer contribution / active EE | $5,499 | $3,131+75.6% | $2,920+88.3% | $4,248+29.4% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |