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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 | $158,668 | $93,346+70.0% | $71,796+121.0% | $273,972-42.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.34% | 130.39%-121.0pp | 78.04%-68.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,225 | $2,733-55.2% | $1,924-36.3% | $4,869-74.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |