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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 | $38,073 | $57,305-33.6% | $86,640-56.1% | $75,173-49.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.54% | 2674.24%-2659.7pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $3,604 | $2,316+55.6% | $3,024+19.2% | $2,671+34.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $282 | $4,116-93.1% | $5,616-95.0% | $5,651-95.0% |