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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 | $31,449 | $109,372-71.2% | $89,414-64.8% | $158,966-80.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.27% | 345.55%-331.3pp | 245.50%-231.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $10,000 | $3,171+215.3% | $2,586+286.6% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |