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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 | $36,630 | $110,240-66.8% | $96,544-62.1% | $139,487-73.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.15% | 26.41%-4.3pp | 25.88%-3.7pp | 373.84%-351.7pp |
| Employer contribution / active EE | $14,079 | $3,622+288.7% | $2,966+374.6% | $4,755+196.1% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |