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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 | $60,477 | $175,231-65.5% | $149,696-59.6% | $139,466-56.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.21% | 166.77%-136.6pp | 134.46%-104.2pp | 373.66%-343.5pp |
| Employer contribution / active EE | $4,283 | $5,478-21.8% | $4,821-11.2% | $4,754-9.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $29 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |