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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 | $53,902 | $154,365-65.1% | $130,231-58.6% | $139,466-61.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 13.92% | 30.53%-16.6pp | 38.86%-24.9pp | 373.66%-359.7pp |
| Employer contribution / active EE | $30,000 | $5,170+480.3% | $4,126+627.1% | $4,754+531.1% |
| Participant deferral / active EE | $1,680 | $8,498-80.2% | $6,799-75.3% | $6,712-75.0% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,409-100.0% |