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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 | $66,741 | $111,814-40.3% | $103,378-35.4% | $145,978-54.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.25% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $5,536 | $4,215+31.3% | $3,870+43.0% | $4,662+18.7% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $272 | $9,764-97.2% | $8,401-96.8% | $13,400-98.0% |