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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 | $21,577 | $101,063-78.7% | $81,473-73.5% | $147,586-85.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.53% | 32.41%-20.9pp | 38.78%-27.3pp | 578.59%-567.1pp |
| Employer contribution / active EE | $8,245 | $3,206+157.2% | $2,568+221.1% | $4,876+69.1% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $204 | $5,812-96.5% | $4,561-95.5% | $10,886-98.1% |