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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 | $23,076 | $90,397-74.5% | $76,002-69.6% | $145,959-84.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.54% | 621.97%-612.4pp | 360.07%-350.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,347 | $3,317-59.4% | $2,688-49.9% | $4,661-71.1% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $231 | $8,369-97.2% | $6,414-96.4% | $13,398-98.3% |