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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 | $23,345 | $99,011-76.4% | $86,582-73.0% | $147,586-84.2% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 13.56% | 1312.75%-1299.2pp | 965.08%-951.5pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,934 | $3,132+57.5% | $2,839+73.7% | $4,876+1.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $205 | $5,709-96.4% | $4,904-95.8% | $10,886-98.1% |