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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 | $29,253 | $152,619-80.8% | $125,195-76.6% | $152,909-80.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.58% | 54.85%-44.3pp | 43.79%-33.2pp | 345.46%-334.9pp |
| Employer contribution / active EE | $9,913 | $4,947+100.4% | $3,866+156.4% | $4,764+108.1% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $123 | $13,437-99.1% | $9,704-98.7% | $11,601-98.9% |