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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 | $23,076 | $90,691-74.6% | $76,119-69.7% | $145,884-84.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.54% | 624.52%-615.0pp | 361.25%-351.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,347 | $3,329-59.5% | $2,693-50.0% | $4,662-71.1% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $231 | $8,383-97.2% | $6,421-96.4% | $13,392-98.3% |