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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 | $65,939 | $106,247-37.9% | $96,515-31.7% | $139,466-52.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.87% | 38.47%-16.6pp | 35.73%-13.9pp | 373.66%-351.8pp |
| Employer contribution / active EE | $5,932 | $4,106+44.5% | $3,740+58.6% | $4,754+24.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |