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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 | $14,560 | $60,119-75.8% | $90,430-83.9% | $79,858-81.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.47% | 71.94%-59.5pp | 1293.73%-1281.3pp | 31.72%-19.2pp |
| Employer contribution / active EE | $1,599 | $2,068-22.7% | $3,262-51.0% | $2,471-35.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $236 | $3,976-94.1% | $5,613-95.8% | $5,306-95.6% |