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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 | $31,698 | $112,933-71.9% | $90,970-65.2% | $158,982-80.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.68% | 215.82%-204.1pp | 134.60%-122.9pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,723 | $2,893+28.7% | $2,122+75.5% | $4,763-21.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $141 | $8,047-98.2% | $5,961-97.6% | $11,252-98.7% |