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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 | $35,658 | $112,933-68.4% | $90,970-60.8% | $158,982-77.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 35.92% | 215.82%-179.9pp | 134.60%-98.7pp | 302.99%-267.1pp |
| Employer contribution / active EE | $14,250 | $2,893+392.5% | $2,122+571.6% | $4,763+199.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $126 | $8,047-98.4% | $5,961-97.9% | $11,252-98.9% |