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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 | $13,585 | $60,128-77.4% | $90,440-85.0% | $79,852-83.0% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 21.32% | 71.95%-50.6pp | 1294.38%-1273.1pp | 31.72%-10.4pp |
| Employer contribution / active EE | $795 | $2,068-61.6% | $3,263-75.6% | $2,471-67.8% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $221 | $3,977-94.5% | $5,615-96.1% | $5,306-95.8% |