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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 | $83,429 | $154,754-46.1% | $124,206-32.8% | $138,895-39.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.53% | 709.28%-695.7pp | 515.27%-501.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,191 | $4,446-28.2% | $3,540-9.9% | $4,194-23.9% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $38 | $6,690-99.4% | $5,929-99.4% | $12,562-99.7% |