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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 | $23,775 | $102,595-76.8% | $94,057-74.7% | $154,746-84.6% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 80.7%+14.5pp |
| Annual return | 13.80% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,400 | $3,147-23.7% | $2,933-18.2% | $4,379-45.2% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $192 | $7,736-97.5% | $7,244-97.4% | $14,365-98.7% |