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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 | $10,265 | $29,667-65.4% | $56,441-81.8% | $80,874-87.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.26% | 35.22%-22.0pp | 1704.21%-1691.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,014 | $669+51.6% | $1,039-2.4% | $2,756-63.2% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5 | $2,429-99.8% | $2,829-99.8% | $6,935-99.9% |