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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 | $27,597 | $99,017-72.1% | $86,587-68.1% | $147,585-81.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.94% | 1312.37%-1303.4pp | 964.86%-955.9pp | 578.56%-569.6pp |
| Employer contribution / active EE | $3,803 | $3,132+21.4% | $2,839+33.9% | $4,876-22.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $208 | $5,710-96.4% | $4,906-95.8% | $10,885-98.1% |