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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 | $32,139 | $88,815-63.8% | $81,882-60.7% | $145,897-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.08% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,454 | $3,086+44.3% | $2,916+52.7% | $4,663-4.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $70 | $8,434-99.2% | $7,360-99.1% | $13,390-99.5% |