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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 | $85,055 | $113,338-25.0% | $94,993-10.5% | $147,586-42.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.85% | 20.80%-2.9pp | 27.14%-9.3pp | 578.59%-560.7pp |
| Employer contribution / active EE | $8,333 | $3,160+163.7% | $2,603+220.1% | $4,876+70.9% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,886-100.0% |