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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 | $97,405 | $149,778-35.0% | $118,946-18.1% | $158,966-38.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.84% | 19.95%-10.1pp | 35.89%-26.0pp | 302.95%-293.1pp |
| Employer contribution / active EE | $22,000 | $4,117+434.4% | $3,263+574.2% | $4,762+361.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |