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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 | $17,866 | $124,314-85.6% | $109,163-83.6% | $167,518-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.35% | 26.04%-12.7pp | 25.75%-12.4pp | 478.71%-465.4pp |
| Employer contribution / active EE | $4,079 | $4,209-3.1% | $3,723+9.6% | $4,838-15.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $178 | $7,973-97.8% | $6,754-97.4% | $12,312-98.6% |