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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 | $38,269 | $124,980-69.4% | $108,359-64.7% | $154,746-75.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.61% | 45.00%-36.4pp | 36.89%-28.3pp | 172.34%-163.7pp |
| Employer contribution / active EE | $11,884 | $2,851+316.9% | $2,399+395.3% | $4,379+171.4% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $137 | $11,502-98.8% | $9,741-98.6% | $14,365-99.0% |