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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 | $68,963 | $165,912-58.4% | $122,342-43.6% | $147,585-53.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.40% | 34.55%-18.1pp | 30.28%-13.9pp | 578.57%-562.2pp |
| Employer contribution / active EE | $3,440 | $5,754-40.2% | $4,051-15.1% | $4,876-29.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32 | $7,424-99.6% | $5,478-99.4% | $10,885-99.7% |