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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 | $46,945 | $107,363-56.3% | $92,909-49.5% | $152,897-69.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.22% | 145.63%-131.4pp | 109.44%-95.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $3,506 | $4,222-17.0% | $3,653-4.0% | $4,764-26.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $78 | $7,082-98.9% | $5,795-98.7% | $11,599-99.3% |