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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 | $44,603 | $152,619-70.8% | $125,195-64.4% | $152,909-70.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.32% | 54.85%-37.5pp | 43.79%-26.5pp | 345.46%-328.1pp |
| Employer contribution / active EE | $8,753 | $4,947+76.9% | $3,866+126.4% | $4,764+83.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $160 | $13,437-98.8% | $9,704-98.3% | $11,601-98.6% |