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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 | $36,516 | $88,702-58.8% | $81,780-55.3% | $145,978-75.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 13.29% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,281 | $3,084+38.8% | $2,914+46.9% | $4,662-8.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $83 | $8,414-99.0% | $7,384-98.9% | $13,400-99.4% |