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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 | $34,765 | $58,311-40.4% | $81,882-57.5% | $80,959-57.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.38% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $5,040 | $2,347+114.8% | $2,916+72.8% | $2,757+82.8% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $266 | $4,752-94.4% | $7,360-96.4% | $6,925-96.2% |