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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 | $14,661 | $111,785-86.9% | $93,669-84.3% | $145,877-90.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 20.68% | 203.79%-183.1pp | 133.59%-112.9pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,222 | $3,096-28.2% | $2,424-8.3% | $4,663-52.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |