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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 | $37,699 | $117,904-68.0% | $102,457-63.2% | $145,978-74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 31.80%-21.5pp | 29.41%-19.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $20,888 | $3,613+478.1% | $3,022+591.2% | $4,662+348.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $211 | $13,329-98.4% | $9,451-97.8% | $13,400-98.4% |