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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 | $17,296 | $183,516-90.6% | $155,534-88.9% | $145,884-88.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.91% | 61.43%-37.5pp | 64.92%-41.0pp | 551.85%-527.9pp |
| Employer contribution / active EE | $1,983 | $5,315-62.7% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |