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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 | $67,660 | $106,008-36.2% | $92,240-26.6% | $147,586-54.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.51% | 50.05%-36.5pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $8,400 | $4,333+93.8% | $3,680+128.3% | $4,876+72.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $53 | $6,333-99.2% | $5,194-99.0% | $10,886-99.5% |