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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 | $111,878-86.9% | $93,727-84.4% | $145,897-90.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 20.68% | 204.28%-183.6pp | 133.83%-113.2pp | 552.29%-531.6pp |
| Employer contribution / active EE | $2,222 | $3,092-28.1% | $2,421-8.2% | $4,663-52.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |