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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 | $77,270 | $273,972-71.8% | $73,392+5.3% | $273,972-71.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 59.9%+40.1pp | 83.0%+17.0pp |
| Annual return | 6.97% | 41.46%-34.5pp | 19.19%-12.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $25,000 | $4,869+413.5% | $4,789+422.1% | $4,869+413.5% |
| Participant deferral / active EE | $0 | $5,287-100.0% | $5,472-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,133-100.0% | $512-100.0% | $10,133-100.0% |