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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 | $40,336 | $176,402-77.1% | $134,162-69.9% | $158,966-74.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.76% | 63.66%-60.9pp | 36.35%-33.6pp | 302.95%-300.2pp |
| Employer contribution / active EE | $6,000 | $5,042+19.0% | $3,705+61.9% | $4,762+26.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $166 | $8,719-98.1% | $6,685-97.5% | $11,250-98.5% |