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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 | $21,942 | $100,938-78.3% | $90,461-75.7% | $158,982-86.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 16.54% | 1727.20%-1710.7pp | 1294.76%-1278.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,316 | $3,691-37.3% | $3,264-29.0% | $4,763-51.4% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |