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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 | $22,980 | $99,031-76.8% | $86,597-73.5% | $147,585-84.4% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 20.60% | 1312.56%-1292.0pp | 964.96%-944.4pp | 578.57%-558.0pp |
| Employer contribution / active EE | $2,789 | $3,132-11.0% | $2,840-1.8% | $4,876-42.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |