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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 | $18,556 | $111,535-83.4% | $105,223-82.4% | $137,256-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.25% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,981 | $3,939+1.1% | $3,689+7.9% | $4,156-4.2% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $152 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |