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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 | $25,783 | $119,143-78.4% | $88,632-70.9% | $152,909-83.1% |
| Participation rate | 84.6% | 73.4%+11.2pp | 68.8%+15.8pp | 82.5%+2.2pp |
| Annual return | 7.74% | 48.12%-40.4pp | 43.75%-36.0pp | 345.46%-337.7pp |
| Employer contribution / active EE | $7,176 | $2,675+168.3% | $2,101+241.6% | $4,764+50.6% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |