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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 | $10,558 | $76,785-86.3% | $56,441-81.3% | $145,959-92.8% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 12.24% | 3000.51%-2988.3pp | 1704.21%-1692.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $4,008 | $1,381+190.3% | $1,039+285.7% | $4,661-14.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |