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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 | $32,096 | $82,324-61.0% | $68,803-53.4% | $134,545-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 19.95% | -2.17%+22.1pp | -6.37%+26.3pp | 418.37%-398.4pp |
| Employer contribution / active EE | $11,875 | $3,302+259.7% | $2,656+347.1% | $4,742+150.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $290 | $6,485-95.5% | $4,936-94.1% | $11,431-97.5% |