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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 | $9,938 | $68,097-85.4% | $62,929-84.2% | $137,256-92.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.37% | 1859.11%-1843.7pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,016 | $2,811-28.3% | $2,505-19.5% | $4,156-51.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |