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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 | $40,484 | $169,356-76.1% | $129,406-68.7% | $145,897-72.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.77% | 14418.62%-14408.8pp | 9468.18%-9458.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $4,600 | $5,542-17.0% | $4,155+10.7% | $4,663-1.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |