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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 | $96,181 | $176,402-45.5% | $134,155-28.3% | $158,950-39.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.33% | 63.66%-52.3pp | 36.34%-25.0pp | 302.91%-291.6pp |
| Employer contribution / active EE | $17,628 | $5,042+249.6% | $3,705+375.8% | $4,762+270.2% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $145 | $8,719-98.3% | $6,685-97.8% | $11,248-98.7% |