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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 | $65,459 | $90,607-27.8% | $79,467-17.6% | $135,380-51.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 4.31% | 977.74%-973.4pp | 718.30%-714.0pp | 519.81%-515.5pp |
| Employer contribution / active EE | $16,320 | $3,068+432.0% | $2,800+482.8% | $4,779+241.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $300 | $5,895-94.9% | $5,104-94.1% | $10,828-97.2% |