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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 | $15,842 | $211,288-92.5% | $178,540-91.1% | $145,884-89.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.50% | 30.27%-21.8pp | 27.15%-18.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,500 | $4,574-67.2% | $3,953-62.1% | $4,662-67.8% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |