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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 | $54,350 | $102,595-47.0% | $94,057-42.2% | $154,746-64.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.41% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $11,548 | $3,147+266.9% | $2,933+293.7% | $4,379+163.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $120 | $7,736-98.5% | $7,244-98.3% | $14,365-99.2% |