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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 | $45,337 | $106,905-57.6% | $84,020-46.0% | $152,885-70.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.86% | 105.00%-84.1pp | 71.31%-50.4pp | 345.39%-324.5pp |
| Employer contribution / active EE | $5,376 | $2,735+96.6% | $1,984+171.0% | $4,763+12.9% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |