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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 | $36,042 | $100,139-64.0% | $85,187-57.7% | $145,884-75.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.15% | 84.15%-68.0pp | 66.67%-50.5pp | 551.85%-535.7pp |
| Employer contribution / active EE | $7,500 | $3,238+131.6% | $2,732+174.5% | $4,662+60.9% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |