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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 | $16,985 | $104,544-83.8% | $76,657-77.8% | $152,897-88.9% |
| Participation rate | 86.4% | 76.6%+9.8pp | 72.1%+14.3pp | 82.5%+3.9pp |
| Annual return | 20.39% | 1014.36%-994.0pp | 1166.74%-1146.3pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,369 | $3,118-24.0% | $2,303+2.9% | $4,764-50.3% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $194 | $12,286-98.4% | $6,423-97.0% | $11,599-98.3% |