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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 | $58,096 | $105,867-45.1% | $90,760-36.0% | $134,532-56.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 40.18% | -10.99%+51.2pp | -12.16%+52.3pp | 418.27%-378.1pp |
| Employer contribution / active EE | $21,992 | $3,464+535.0% | $2,922+652.7% | $4,741+363.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $142 | $13,936-99.0% | $8,444-98.3% | $11,429-98.8% |