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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 | $38,777 | $227,399-82.9% | $189,758-79.6% | $198,609-80.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.62% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $4,144 | $5,526-25.0% | $4,767-13.1% | $5,055-18.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $266 | $25,162-98.9% | $20,388-98.7% | $19,030-98.6% |