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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 | $10,096 | $110,629-90.9% | $80,784-87.5% | $167,553-94.0% |
| Participation rate | 90.9% | 64.0%+27.0pp | 54.2%+36.7pp | 82.1%+8.8pp |
| Annual return | 9.52% | 120.58%-111.1pp | 87.31%-77.8pp | 478.89%-469.4pp |
| Employer contribution / active EE | $6,818 | $1,543+341.9% | $1,160+487.7% | $4,840+40.9% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |