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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 | $82,863 | $109,863-24.6% | $98,477-15.9% | $167,518-50.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.72% | 1958.09%-1941.4pp | 1493.59%-1476.9pp | 478.71%-462.0pp |
| Employer contribution / active EE | $5,196 | $3,225+61.1% | $2,961+75.5% | $4,838+7.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $28 | $6,755-99.6% | $5,951-99.5% | $12,312-99.8% |