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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 | $53,810 | $60,119-10.5% | $90,430-40.5% | $79,858-32.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.07% | 71.94%-57.9pp | 1293.73%-1279.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $4,827 | $2,068+133.4% | $3,262+48.0% | $2,471+95.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $125 | $3,976-96.8% | $5,613-97.8% | $5,306-97.6% |