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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 | $87,982 | $99,017-11.1% | $86,587+1.6% | $147,585-40.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.60% | 1312.37%-1294.8pp | 964.86%-947.3pp | 578.56%-561.0pp |
| Employer contribution / active EE | $5,548 | $3,132+77.2% | $2,839+95.4% | $4,876+13.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $118 | $5,710-97.9% | $4,906-97.6% | $10,885-98.9% |