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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 | $40,815 | $97,732-58.2% | $83,831-51.3% | $135,380-69.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.56% | 1287.56%-1283.0pp | 850.99%-846.4pp | 519.81%-515.2pp |
| Employer contribution / active EE | $14,176 | $4,222+235.8% | $3,631+290.4% | $4,779+196.6% |
| Participant deferral / active EE | $1,118 | $4,683-76.1% | $4,082-72.6% | $5,609-80.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |