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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 | $40,843 | $99,011-58.7% | $86,582-52.8% | $147,586-72.3% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 14.30% | 1312.75%-1298.4pp | 965.08%-950.8pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,309 | $3,132-26.3% | $2,839-18.7% | $4,876-52.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $99 | $5,709-98.3% | $4,904-98.0% | $10,886-99.1% |