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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 | $67,882 | $95,975-29.3% | $74,549-8.9% | $135,379-49.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 8.74% | 56.96%-48.2pp | 32.53%-23.8pp | 519.79%-511.0pp |
| Employer contribution / active EE | $3,571 | $2,716+31.5% | $1,961+82.1% | $4,779-25.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $91 | $6,522-98.6% | $5,059-98.2% | $10,828-99.2% |