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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 | $16,502 | $134,001-87.7% | $112,258-85.3% | $134,509-87.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.17% | 47.15%-62.3pp | 27.47%-42.6pp | 418.13%-433.3pp |
| Employer contribution / active EE | $4,489 | $4,039+11.1% | $3,636+23.5% | $4,741-5.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $12 | $7,491-99.8% | $6,411-99.8% | $11,427-99.9% |