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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 | $24,670 | $103,957-76.3% | $69,182-64.3% | $273,965-91.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.43% | 35.28%-27.9pp | -21.94%+29.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $5,545 | $1,781+211.4% | $1,205+360.2% | $4,869+13.9% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $18 | $3,671-99.5% | $2,697-99.3% | $10,132-99.8% |