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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 | $103,398 | $176,402-41.4% | $134,162-22.9% | $158,982-35.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.33% | 63.66%-56.3pp | 36.35%-29.0pp | 302.99%-295.7pp |
| Employer contribution / active EE | $4,855 | $5,042-3.7% | $3,705+31.0% | $4,763+1.9% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |