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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 | $78,091 | $110,039-29.0% | $97,260-19.7% | $145,884-46.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.88% | 244.44%-234.6pp | 75.54%-65.7pp | 551.85%-542.0pp |
| Employer contribution / active EE | $6,504 | $3,074+111.6% | $2,721+139.0% | $4,662+39.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28 | $6,204-99.5% | $5,640-99.5% | $13,392-99.8% |