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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 | $22,144 | $105,145-78.9% | $94,664-76.6% | $139,466-84.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 38.09%-22.2pp | 156.84%-141.0pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,718 | $4,107-33.8% | $3,673-26.0% | $4,754-42.8% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $78 | $8,972-99.1% | $7,222-98.9% | $11,409-99.3% |