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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 | $41,392 | $105,856-60.9% | $90,161-54.1% | $147,586-72.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 13.55% | 37.63%-24.1pp | 34.89%-21.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $102 | $5,733-98.2% | $5,287-98.1% | $5,439-98.1% |
| Admin fee / account holder | $73 | $8,046-99.1% | $5,943-98.8% | $10,886-99.3% |