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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 | $57,592 | $111,814-48.5% | $103,378-44.3% | $145,978-60.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.73% | 24.80%-8.1pp | 24.91%-8.2pp | 550.52%-533.8pp |
| Employer contribution / active EE | $3,333 | $4,215-20.9% | $3,870-13.9% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |