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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 | $60,193 | $111,814-46.2% | $93,654-35.7% | $145,959-58.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.36% | 203.30%-194.9pp | 133.34%-125.0pp | 561.95%-553.6pp |
| Employer contribution / active EE | $13,480 | $3,092+336.0% | $2,421+456.8% | $4,661+189.2% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |