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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 | $76,513 | $118,496-35.4% | $98,461-22.3% | $139,466-45.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 18.96%-4.2pp | 21.17%-6.4pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,435 | $3,611-60.2% | $3,049-52.9% | $4,754-69.8% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |