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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 | $31,709 | $175,212-81.9% | $149,682-78.8% | $139,427-77.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.17% | 166.63%-151.5pp | 134.35%-119.2pp | 373.27%-358.1pp |
| Employer contribution / active EE | $3,943 | $5,475-28.0% | $4,818-18.2% | $4,752-17.0% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |