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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 | $54,414 | $73,546-26.0% | $63,018-13.7% | $147,586-63.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.32% | 175.56%-160.2pp | 87.62%-72.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $4,271 | $3,324+28.5% | $2,761+54.7% | $4,876-12.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6 | $5,956-99.9% | $3,601-99.8% | $10,886-99.9% |