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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 | $32,433 | $104,953-69.1% | $84,637-61.7% | $152,909-78.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.97% | 373.94%-354.0pp | 258.82%-238.9pp | 345.46%-325.5pp |
| Employer contribution / active EE | $6,433 | $3,304+94.7% | $2,653+142.5% | $4,764+35.0% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $104 | $6,244-98.3% | $4,914-97.9% | $11,601-99.1% |