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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 | $23,716 | $156,897-84.9% | $121,147-80.4% | $139,427-83.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.62% | 1475.10%-1458.5pp | 986.30%-969.7pp | 373.27%-356.7pp |
| Employer contribution / active EE | $6,167 | $5,539+11.3% | $4,166+48.0% | $4,752+29.8% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $4,081-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |