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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 | $50,871 | $100,938-49.6% | $90,461-43.8% | $158,982-68.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.52% | 1727.20%-1708.7pp | 1294.76%-1276.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $2,967 | $3,691-19.6% | $3,264-9.1% | $4,763-37.7% |
| 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% |