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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 | $73,767 | $112,933-34.7% | $90,970-18.9% | $158,982-53.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.20% | 215.82%-199.6pp | 134.60%-118.4pp | 302.99%-286.8pp |
| Employer contribution / active EE | $4,547 | $2,893+57.2% | $2,122+114.3% | $4,763-4.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53 | $8,047-99.3% | $5,961-99.1% | $11,252-99.5% |