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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 | $31,876 | $124,980-74.5% | $108,359-70.6% | $154,746-79.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.21% | 45.00%-31.8pp | 36.89%-23.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $2,587 | $2,851-9.3% | $2,399+7.8% | $4,379-40.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $72 | $11,502-99.4% | $9,741-99.3% | $14,365-99.5% |