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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 | $30,235 | $176,120-82.8% | $159,487-81.0% | $167,553-82.0% |
| Participation rate | 95.7% | 85.0%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 15.56% | 331.95%-316.4pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $3,402 | $5,299-35.8% | $4,831-29.6% | $4,840-29.7% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |