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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 | $47,078 | $53,128-11.4% | $86,582-45.6% | $70,126-32.9% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 13.04% | 27.66%-14.6pp | 965.08%-952.0pp | 73.15%-60.1pp |
| Employer contribution / active EE | $3,603 | $2,068+74.2% | $2,839+26.9% | $2,343+53.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |