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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 | $46,828 | $99,652-53.0% | $78,778-40.6% | $147,586-68.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.35% | 47.28%-36.9pp | 35.62%-25.3pp | 578.59%-568.2pp |
| Employer contribution / active EE | $8,006 | $2,796+186.4% | $1,986+303.2% | $4,876+64.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $50 | $7,155-99.3% | $5,134-99.0% | $10,886-99.5% |