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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 | $20,159 | $111,535-81.9% | $105,223-80.8% | $137,256-85.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.80% | 237.85%-222.1pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,134 | $3,939+55.7% | $3,689+66.3% | $4,156+47.6% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |