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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 | $42,586 | $110,379-61.4% | $102,412-58.4% | $145,884-70.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.39% | 24.84%-4.4pp | 24.94%-4.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $20,898 | $4,216+395.7% | $3,870+440.0% | $4,662+348.2% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $194 | $9,745-98.0% | $8,388-97.7% | $13,392-98.6% |