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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 | $17,253 | $108,942-84.2% | $100,415-82.8% | $145,897-88.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.74% | 58.27%-37.5pp | 49.47%-28.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $5,000 | $4,422+13.1% | $3,943+26.8% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $111 | $9,702-98.9% | $7,906-98.6% | $13,390-99.2% |