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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 | $18,665 | $95,415-80.4% | $185,851-90.0% | $85,851-78.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.05% | 23.59%-8.5pp | 122.11%-107.1pp | 318.63%-303.6pp |
| Employer contribution / active EE | $3,670 | $3,314+10.7% | $5,168-29.0% | $2,565+43.1% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $112 | $7,215-98.4% | $16,245-99.3% | $6,261-98.2% |