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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 | $30,498 | $60,128-49.3% | $90,440-66.3% | $79,852-61.8% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 24.35% | 71.95%-47.6pp | 1294.38%-1270.0pp | 31.72%-7.4pp |
| Employer contribution / active EE | $4,098 | $2,068+98.1% | $3,263+25.6% | $2,471+65.8% |
| Participant deferral / active EE | $27 | $2,939-99.1% | $3,964-99.3% | $3,740-99.3% |
| Admin fee / account holder | $264 | $3,977-93.4% | $5,615-95.3% | $5,306-95.0% |