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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 | $41,325 | $93,117-55.6% | $77,096-46.4% | $134,532-69.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 4.10% | 62.67%-58.6pp | 42.35%-38.2pp | 418.27%-414.2pp |
| Employer contribution / active EE | $61,000 | $3,420+1683.4% | $2,814+2067.4% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10 | $6,948-99.9% | $5,428-99.8% | $11,429-99.9% |