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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 | $13,069 | $70,121-81.4% | $63,803-79.5% | $138,895-90.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 29.19% | 946.48%-917.3pp | 543.72%-514.5pp | 145.39%-116.2pp |
| Employer contribution / active EE | $2,750 | $2,882-4.6% | $2,532+8.6% | $4,194-34.4% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |