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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 | $20,715 | $110,039-81.2% | $97,260-78.7% | $145,884-85.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.84% | 244.44%-224.6pp | 75.54%-55.7pp | 551.85%-532.0pp |
| Employer contribution / active EE | $3,591 | $3,074+16.8% | $2,721+31.9% | $4,662-23.0% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $276 | $6,204-95.6% | $5,640-95.1% | $13,392-97.9% |