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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 | $47,662 | $77,419-38.4% | $69,461-31.4% | $152,885-68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 24.37% | 39.07%-14.7pp | 28.97%-4.6pp | 345.39%-321.0pp |
| Employer contribution / active EE | $11,215 | $3,315+238.3% | $2,779+303.5% | $4,763+135.4% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |