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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 | $40,777 | $94,439-56.8% | $73,658-44.6% | $154,746-73.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.80% | 28.25%-11.4pp | 29.72%-12.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,158 | $1,257+151.1% | $1,032+205.9% | $4,379-27.9% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $165 | $3,843-95.7% | $3,357-95.1% | $14,365-98.9% |