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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 | $74,507 | $217,427-65.7% | $185,837-59.9% | $167,518-55.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 42.75% | 148.39%-105.6pp | 122.08%-79.3pp | 478.71%-436.0pp |
| Employer contribution / active EE | $10,221 | $5,874+74.0% | $5,168+97.8% | $4,838+111.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |