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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 | $111,880 | $177,353-36.9% | $158,226-29.3% | $198,609-43.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 7.59% | 599.50%-591.9pp | 501.41%-493.8pp | 202.70%-195.1pp |
| Employer contribution / active EE | $1,250 | $3,239-61.4% | $2,986-58.1% | $5,055-75.3% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $25 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |