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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 | $32,637 | $97,125-66.4% | $86,233-62.2% | $137,256-76.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.30% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,350 | $2,841+88.3% | $2,504+113.6% | $4,156+28.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $219 | $9,725-97.7% | $8,342-97.4% | $12,270-98.2% |