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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 | $41,088 | $73,518-44.1% | $63,003-34.8% | $147,585-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.34% | 175.46%-160.1pp | 87.59%-72.2pp | 578.57%-563.2pp |
| Employer contribution / active EE | $2,082 | $3,322-37.3% | $2,760-24.6% | $4,876-57.3% |
| Participant deferral / active EE | $181 | $4,183-95.7% | $3,329-94.6% | $5,439-96.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |