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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 | $30,439 | $60,139-49.4% | $90,461-66.4% | $79,856-61.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.78% | 71.96%-57.2pp | 1294.76%-1280.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,421 | $2,069+65.4% | $3,264+4.8% | $2,471+38.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $299 | $3,978-92.5% | $5,617-94.7% | $5,306-94.4% |