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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 | $27,335 | $95,664-71.4% | $76,902-64.5% | $139,487-80.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.93% | 55.03%-31.1pp | 37.91%-14.0pp | 373.84%-349.9pp |
| Employer contribution / active EE | $8,801 | $3,147+179.7% | $2,534+247.3% | $4,755+85.1% |
| Participant deferral / active EE | $0 | $4,626-100.0% | $3,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5 | $8,311-99.9% | $5,479-99.9% | $11,407-100.0% |