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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 | $18,873 | $127,273-85.2% | $109,895-82.8% | $167,518-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.79% | 22.97%-7.2pp | 29.46%-13.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $3,935 | $3,324+18.4% | $2,843+38.4% | $4,838-18.7% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $103 | $7,117-98.6% | $6,067-98.3% | $12,312-99.2% |