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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 | $61,008 | $96,491-36.8% | $75,888-19.6% | $152,870-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 22.06% | 33.98%-11.9pp | 30.76%-8.7pp | 345.34%-323.3pp |
| Employer contribution / active EE | $3,333 | $3,310+0.7% | $2,501+33.3% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $25 | $8,079-99.7% | $5,419-99.5% | $11,597-99.8% |