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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 | $30,745 | $110,240-72.1% | $96,544-68.2% | $139,487-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.88% | 26.41%-11.5pp | 25.88%-11.0pp | 373.84%-359.0pp |
| Employer contribution / active EE | $5,343 | $3,622+47.5% | $2,966+80.1% | $4,755+12.4% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $158 | $11,602-98.6% | $8,254-98.1% | $11,407-98.6% |