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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 | $115,175 | $127,790-9.9% | $106,555+8.1% | $167,536-31.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.08% | 33.88%-23.8pp | 26.80%-16.7pp | 478.82%-468.7pp |
| Employer contribution / active EE | $6,000 | $3,428+75.1% | $2,819+112.8% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $81 | $11,229-99.3% | $7,408-98.9% | $12,315-99.3% |