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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 | $40,514 | $103,393-60.8% | $87,103-53.5% | $152,909-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.12% | 28.10%-8.0pp | 28.19%-8.1pp | 345.46%-325.3pp |
| Employer contribution / active EE | $4,813 | $3,221+49.4% | $2,521+90.9% | $4,764+1.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |