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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 | $28,529 | $99,652-71.4% | $78,778-63.8% | $147,586-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.31% | 47.28%-32.0pp | 35.62%-20.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,786 | $2,796-36.1% | $1,986-10.1% | $4,876-63.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20 | $7,155-99.7% | $5,134-99.6% | $10,886-99.8% |