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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 | $53,402 | $88,754-39.8% | $81,820-34.7% | $145,877-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.18% | 1031.77%-1019.6pp | 777.93%-765.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $5,059 | $3,085+64.0% | $2,915+73.6% | $4,663+8.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $287 | $8,424-96.6% | $7,391-96.1% | $13,402-97.9% |