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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 | $68,065 | $111,878-39.2% | $93,727-27.4% | $145,897-53.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.50% | 204.28%-195.8pp | 133.83%-125.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,393 | $3,092-55.0% | $2,421-42.5% | $4,663-70.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |