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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 | $14,042 | $114,119-87.7% | $107,187-86.9% | $138,895-89.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 79.9%+12.4pp |
| Annual return | 11.69% | 273.21%-261.5pp | 204.55%-192.9pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,478 | $4,059-39.0% | $3,782-34.5% | $4,194-40.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $215 | $10,024-97.9% | $9,162-97.7% | $12,562-98.3% |