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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 | $40,995 | $102,393-60.0% | $147,041-72.1% | $80,911-49.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.00% | 134.95%-120.0pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $7,522 | $3,715+102.5% | $4,935+52.4% | $2,756+173.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $83 | $7,943-99.0% | $13,006-99.4% | $6,935-98.8% |