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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 | $25,000 | $202,463-87.7% | $169,397-85.2% | $139,487-82.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 21.56% | 532.64%-511.1pp | 406.23%-384.7pp | 373.84%-352.3pp |
| Employer contribution / active EE | $12,743 | $4,694+171.5% | $4,013+217.5% | $4,755+168.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $148 | $10,726-98.6% | $9,017-98.4% | $11,407-98.7% |