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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 | $150,346-81.4% | $120,524-76.8% | $145,877-80.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.57% | 154.40%-142.8pp | 107.36%-95.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,644 | $4,353-16.3% | $3,469+5.1% | $4,663-21.8% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $173 | $12,215-98.6% | $9,440-98.2% | $13,402-98.7% |