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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 | $53,521 | $107,809-50.4% | $97,032-44.8% | $155,188-65.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.80% | 38.06%-15.3pp | 35.38%-12.6pp | 148.84%-126.0pp |
| Employer contribution / active EE | $15,834 | $2,911+443.9% | $2,629+502.3% | $4,248+272.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $50 | $10,717-99.5% | $9,418-99.5% | $14,480-99.7% |