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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 | $59,634 | $106,008-43.7% | $92,240-35.3% | $147,586-59.6% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 10.36% | 50.05%-39.7pp | 176.29%-165.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $9,778 | $4,333+125.6% | $3,680+165.7% | $4,876+100.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $22 | $6,333-99.7% | $5,194-99.6% | $10,886-99.8% |