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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 | $38,375 | $115,814-66.9% | $101,275-62.1% | $158,982-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.27% | 56.16%-44.9pp | 46.48%-35.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $7,250 | $4,176+73.6% | $3,660+98.1% | $4,763+52.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $169 | $7,249-97.7% | $5,948-97.2% | $11,252-98.5% |