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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 | $34,765 | $58,258-40.3% | $81,820-57.5% | $80,925-57.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.38% | 41.76%-28.4pp | 777.93%-764.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $5,040 | $2,345+114.9% | $2,915+72.9% | $2,756+82.8% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $266 | $4,976-94.6% | $7,391-96.4% | $6,940-96.2% |