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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 | $44,930 | $101,492-55.7% | - | $167,536-73.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | - | 82.1%+17.9pp |
| Annual return | 34.22% | 15.60%+18.6pp | - | 478.82%-444.6pp |
| Employer contribution / active EE | $3,251 | $3,097+5.0% | - | $4,839-32.8% |
| Participant deferral / active EE | $0 | $4,671-100.0% | - | $6,342-100.0% |
| Admin fee / account holder | $0 | $3,211-100.0% | - | $12,315-100.0% |