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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 | $21,214 | $53,162-60.1% | $91,225-76.7% | $68,486-69.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 12.72% | -3.14%+15.9pp | 114.12%-101.4pp | -7.85%+20.6pp |
| Employer contribution / active EE | $9,677 | $1,709+466.1% | $2,851+239.5% | $2,597+272.7% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,422-100.0% | $5,404-100.0% |