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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 | $17,957 | $81,664-78.0% | $70,476-74.5% | $158,966-88.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.92% | 208.59%-192.7pp | 109.12%-93.2pp | 302.95%-287.0pp |
| Employer contribution / active EE | $4,063 | $3,219+26.2% | $2,738+48.4% | $4,762-14.7% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $72 | $6,197-98.8% | $3,847-98.1% | $11,250-99.4% |