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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 | $52,225 | $85,766-39.1% | $136,298-61.7% | $70,126-25.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.59% | 31.46%-8.9pp | 5156.27%-5133.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,399 | $2,966-52.8% | $4,696-70.2% | $2,343-40.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $26 | $5,421-99.5% | $9,244-99.7% | $4,645-99.4% |