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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 | $6,667 | $100,139-93.3% | $85,187-92.2% | $145,884-95.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.65% | 84.15%-71.5pp | 66.67%-54.0pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,183 | $3,238-1.7% | $2,732+16.5% | $4,662-31.7% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |