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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 | $44,966 | $147,556-69.5% | $129,031-65.2% | $198,609-77.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 11.75% | 37.41%-25.7pp | 34.67%-22.9pp | 202.70%-190.9pp |
| Employer contribution / active EE | $20,167 | $3,645+453.3% | $3,226+525.1% | $5,055+298.9% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $198 | $15,467-98.7% | $13,208-98.5% | $19,030-99.0% |