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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 | $19,445 | $111,814-82.6% | $93,654-79.2% | $145,959-86.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 61.29% | 203.30%-142.0pp | 133.34%-72.0pp | 561.95%-500.7pp |
| Employer contribution / active EE | $7,159 | $3,092+131.6% | $2,421+195.7% | $4,661+53.6% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |