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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 | $37,008 | $115,796-68.0% | $101,264-63.5% | $158,950-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.15%-39.6pp | 46.48%-29.9pp | 302.91%-286.3pp |
| Employer contribution / active EE | $12,500 | $4,175+199.4% | $3,660+241.5% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $195 | $7,247-97.3% | $5,947-96.7% | $11,248-98.3% |