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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 | $49,573 | $111,814-55.7% | $103,374-52.0% | $145,959-66.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 24.77%-14.7pp | 24.89%-14.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $8,571 | $4,214+103.4% | $3,869+121.5% | $4,661+83.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $211 | $9,754-97.8% | $8,394-97.5% | $13,398-98.4% |