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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 | $42,937 | $114,119-62.4% | $107,187-59.9% | $138,895-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.31% | 273.21%-261.9pp | 204.55%-193.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $4,975 | $4,059+22.6% | $3,782+31.5% | $4,194+18.6% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $152 | $10,024-98.5% | $9,162-98.3% | $12,562-98.8% |