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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 | $54,905 | $100,901-45.6% | $75,501-27.3% | $147,586-62.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 13.59% | 35.78%-22.2pp | 27.35%-13.8pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,152 | $3,253+27.6% | $2,352+76.5% | $4,876-14.9% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |