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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 | $38,882 | $105,284-63.1% | $150,734-74.2% | $94,015-58.6% |
| Participation rate | 96.0% | 71.7%+24.3pp | 78.4%+17.6pp | 70.8%+25.2pp |
| Annual return | 13.70% | 15.67%-2.0pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $4,600 | $3,599+27.8% | $4,918-6.5% | $2,790+64.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |