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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 | $78,426 | $110,337-28.9% | $102,383-23.4% | $145,877-46.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.49% | 24.83%-8.3pp | 24.94%-8.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $12,397 | $4,216+194.1% | $3,870+220.3% | $4,663+165.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |