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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 | $67,136 | $106,008-36.7% | $92,240-27.2% | $147,586-54.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.29% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $13,053 | $4,333+201.2% | $3,680+254.7% | $4,876+167.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |