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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 | $28,372 | $99,079-71.4% | $78,002-63.6% | $273,972-89.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.57% | 217.93%-211.4pp | 425.99%-419.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $7,535 | $3,308+127.8% | $2,470+205.0% | $4,869+54.8% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $36 | $8,954-99.6% | $5,481-99.3% | $10,133-99.6% |