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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 | $13,720 | $58,311-76.5% | $81,882-83.2% | $80,959-83.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 34.67% | 41.85%-7.2pp | 779.47%-744.8pp | 35.67%-1.0pp |
| Employer contribution / active EE | $2,951 | $2,347+25.8% | $2,916+1.2% | $2,757+7.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $146 | $4,752-96.9% | $7,360-98.0% | $6,925-97.9% |