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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 | $52,900 | $115,911-54.4% | $100,530-47.4% | $158,950-66.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 13.61% | 34.80%-21.2pp | 30.89%-17.3pp | 302.91%-289.3pp |
| Employer contribution / active EE | $10,995 | $4,104+167.9% | $3,418+221.7% | $4,762+130.9% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |