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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 | $28,217 | $175,231-83.9% | $149,696-81.2% | $139,466-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 110.42% | 166.77%-56.4pp | 134.46%-24.0pp | 373.66%-263.2pp |
| Employer contribution / active EE | $8,233 | $5,478+50.3% | $4,821+70.8% | $4,754+73.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |