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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 | $72,055 | $90,691-20.5% | $76,119-5.3% | $145,884-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.47% | 624.52%-611.1pp | 361.25%-347.8pp | 551.85%-538.4pp |
| Employer contribution / active EE | $4,291 | $3,329+28.9% | $2,693+59.4% | $4,662-8.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $211 | $8,383-97.5% | $6,421-96.7% | $13,392-98.4% |