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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 | $122,160 | $82,630+47.8% | $64,105+90.6% | $125,389-2.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 4.06% | 1489.72%-1485.7pp | 791.24%-787.2pp | 282.24%-278.2pp |
| Employer contribution / active EE | $5,188 | $2,671+94.2% | $1,820+185.1% | $4,866+6.6% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $45 | $6,382-99.3% | $4,499-99.0% | $9,541-99.5% |