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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 | $27,685 | $95,979-71.2% | $74,551-62.9% | $135,380-79.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.46% | 56.97%-49.5pp | 32.53%-25.1pp | 519.81%-512.3pp |
| Employer contribution / active EE | $2,813 | $2,716+3.6% | $1,961+43.5% | $4,779-41.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $145 | $6,522-97.8% | $5,059-97.1% | $10,828-98.7% |