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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 | $35,292 | $176,402-80.0% | $134,162-73.7% | $158,982-77.8% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 7.29% | 63.66%-56.4pp | 36.35%-29.1pp | 302.99%-295.7pp |
| Employer contribution / active EE | $11,252 | $5,042+123.2% | $3,705+203.7% | $4,763+136.3% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |