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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 | $24,609 | $99,011-75.1% | $86,582-71.6% | $147,586-83.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 21.63% | 1312.75%-1291.1pp | 965.08%-943.5pp | 578.59%-557.0pp |
| Employer contribution / active EE | $8,845 | $3,132+182.4% | $2,839+211.5% | $4,876+81.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |