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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 | $31,076 | $185,225-83.2% | $142,898-78.3% | $167,553-81.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.22% | 8558.12%-8550.9pp | 5639.64%-5632.4pp | 478.89%-471.7pp |
| Employer contribution / active EE | $4,875 | $5,607-13.1% | $4,146+17.6% | $4,840+0.7% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |