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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 | $91,944 | $100,901-8.9% | $75,501+21.8% | $147,585-37.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 11.78% | 35.78%-24.0pp | 27.35%-15.6pp | 578.58%-566.8pp |
| Employer contribution / active EE | $3,200 | $3,253-1.6% | $2,352+36.1% | $4,876-34.4% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33 | $11,285-99.7% | $5,801-99.4% | $10,886-99.7% |