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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 | $61,075 | $144,124-57.6% | $117,857-48.2% | $147,585-58.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.43% | 531.17%-516.7pp | 335.09%-320.7pp | 578.57%-564.1pp |
| Employer contribution / active EE | $1,826 | $4,897-62.7% | $3,786-51.8% | $4,876-62.6% |
| Participant deferral / active EE | $1,305 | $5,316-75.5% | $4,482-70.9% | $5,439-76.0% |
| Admin fee / account holder | $47 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |