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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 | $39,043 | $53,127-26.5% | $86,587-54.9% | $70,131-44.3% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 13.23% | 27.66%-14.4pp | 964.86%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,694 | $2,068+78.6% | $2,839+30.1% | $2,342+57.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $134 | $3,585-96.3% | $4,906-97.3% | $4,645-97.1% |