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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 | $24,807 | $226,135-89.0% | $182,558-86.4% | $152,909-83.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.67% | 192.60%-174.9pp | 148.59%-130.9pp | 345.46%-327.8pp |
| Employer contribution / active EE | $3,725 | $4,979-25.2% | $4,076-8.6% | $4,764-21.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $68 | $10,707-99.4% | $8,594-99.2% | $11,601-99.4% |