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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 | $54,103 | $70,587-23.4% | $124,693-56.6% | $85,847-37.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 16.06% | 20688.83%-20672.8pp | 5144.19%-5128.1pp | 318.61%-302.6pp |
| Employer contribution / active EE | $6,148 | $1,913+221.3% | $3,324+84.9% | $2,565+139.7% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $5,282-99.9% | $7,494-99.9% | $6,261-99.9% |