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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 | $36,975 | $73,518-49.7% | $63,005-41.3% | $147,585-74.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.41% | 175.46%-157.1pp | 87.59%-69.2pp | 578.58%-560.2pp |
| Employer contribution / active EE | $1,066 | $3,322-67.9% | $2,760-61.4% | $4,876-78.1% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $45 | $5,952-99.2% | $3,599-98.8% | $10,886-99.6% |