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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 | $16,713 | $109,904-84.8% | $97,167-82.8% | $145,959-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.80% | 243.43%-234.6pp | 75.27%-66.5pp | 561.95%-553.2pp |
| Employer contribution / active EE | $5,073 | $3,084+64.5% | $2,729+85.9% | $4,661+8.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |