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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 | $27,975 | $150,435-81.4% | $120,580-76.8% | $145,897-80.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.57% | 154.60%-143.0pp | 107.48%-95.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,644 | $4,352-16.3% | $3,469+5.0% | $4,663-21.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $173 | $12,182-98.6% | $9,418-98.2% | $13,390-98.7% |