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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 | $19,960 | $60,128-66.8% | $90,440-77.9% | $79,852-75.0% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 19.64% | 71.95%-52.3pp | 1294.38%-1274.7pp | 31.72%-12.1pp |
| Employer contribution / active EE | $5,203 | $2,068+151.6% | $3,263+59.5% | $2,471+110.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,977-100.0% | $5,615-100.0% | $5,306-100.0% |