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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 | $12,324 | $64,307-80.8% | $57,347-78.5% | $125,393-90.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.18% | 25.14%-22.0pp | 24.40%-21.2pp | 282.23%-279.1pp |
| Employer contribution / active EE | $2,282 | $3,193-28.5% | $2,689-15.1% | $4,866-53.1% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |