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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 | $34,371 | $112,933-69.6% | $90,970-62.2% | $158,982-78.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.33% | 215.82%-198.5pp | 134.60%-117.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $5,866 | $2,893+102.7% | $2,122+176.5% | $4,763+23.2% |
| Participant deferral / active EE | $156 | $4,128-96.2% | $3,373-95.4% | $5,983-97.4% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |