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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 | $47,583 | $77,449-38.6% | $69,483-31.5% | $152,909-68.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 6.76% | 39.09%-32.3pp | 28.99%-22.2pp | 345.46%-338.7pp |
| Employer contribution / active EE | $4,505 | $3,316+35.9% | $2,780+62.1% | $4,764-5.4% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |