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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 | $50,004 | $96,524-48.2% | $75,900-34.1% | $152,909-67.3% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.3%+4.4pp | 82.5%-8.8pp |
| Annual return | 17.43% | 33.93%-16.5pp | 30.73%-13.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $7,470 | $3,311+125.6% | $2,501+198.7% | $4,764+56.8% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $257 | $8,082-96.8% | $5,421-95.3% | $11,601-97.8% |