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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 | $54,350 | $157,829-65.6% | $136,867-60.3% | $198,609-72.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.41% | 51.25%-36.8pp | 42.97%-28.6pp | 202.70%-188.3pp |
| Employer contribution / active EE | $11,548 | $3,923+194.4% | $3,547+225.6% | $5,055+128.4% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $120 | $11,107-98.9% | $10,340-98.8% | $19,030-99.4% |