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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 | $17,015 | $118,869-85.7% | $96,575-82.4% | $167,518-89.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 44.53% | 50.49%-6.0pp | 37.79%+6.7pp | 478.71%-434.2pp |
| Employer contribution / active EE | $1,625 | $3,120-47.9% | $2,357-31.0% | $4,838-66.4% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |