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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 | $50,804 | $99,009-48.7% | $86,581-41.3% | $147,585-65.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 18.27% | 1312.70%-1294.4pp | 965.06%-946.8pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,384 | $3,132-23.9% | $2,840-16.0% | $4,876-51.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $66 | $5,709-98.8% | $4,904-98.7% | $10,886-99.4% |