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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 | $24,221 | $176,402-86.3% | $134,162-81.9% | $158,982-84.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.74% | 63.66%-57.9pp | 36.35%-30.6pp | 302.99%-297.3pp |
| Employer contribution / active EE | $1,103 | $5,042-78.1% | $3,705-70.2% | $4,763-76.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $117 | $8,719-98.7% | $6,685-98.2% | $11,252-99.0% |