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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 | $38,425 | $104,251-63.1% | $91,004-57.8% | $147,586-74.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.77% | 27.06%-13.3pp | 4.60%+9.2pp | 578.59%-564.8pp |
| Employer contribution / active EE | $2,604 | $3,116-16.4% | $2,456+6.0% | $4,876-46.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |