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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 | $56,708 | $138,114-58.9% | $125,391-54.8% | $134,545-57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.85% | 750.88%-750.0pp | 572.41%-571.6pp | 418.37%-417.5pp |
| Employer contribution / active EE | $30,849 | $5,246+488.1% | $4,816+540.6% | $4,742+550.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $167 | $11,570-98.6% | $10,009-98.3% | $11,431-98.5% |