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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 | $24,124 | $106,918-77.4% | $84,021-71.3% | $152,897-84.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.20% | 105.01%-87.8pp | 71.32%-54.1pp | 345.43%-328.2pp |
| Employer contribution / active EE | $9,945 | $2,735+263.6% | $1,984+401.3% | $4,764+108.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $213 | $8,288-97.4% | $6,102-96.5% | $11,599-98.2% |