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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 | $17,783 | $99,011-82.0% | $86,582-79.5% | $147,586-88.0% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 20.85% | 1312.75%-1291.9pp | 965.08%-944.2pp | 578.59%-557.7pp |
| Employer contribution / active EE | $4,106 | $3,132+31.1% | $2,839+44.6% | $4,876-15.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |