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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 | $38,003 | $144,124-73.6% | $117,857-67.8% | $147,585-74.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.84% | 531.17%-520.3pp | 335.09%-324.2pp | 578.57%-567.7pp |
| Employer contribution / active EE | $7,560 | $4,897+54.4% | $3,786+99.7% | $4,876+55.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |