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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 | $82,001 | $144,130-43.1% | $117,861-30.4% | $147,587-44.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.62% | 531.20%-511.6pp | 335.11%-315.5pp | 578.60%-559.0pp |
| Employer contribution / active EE | $1,875 | $4,897-61.7% | $3,786-50.5% | $4,876-61.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $34 | $10,887-99.7% | $8,021-99.6% | $10,886-99.7% |