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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 | $13,655 | $99,011-86.2% | $86,582-84.2% | $147,586-90.7% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 17.54% | 1312.75%-1295.2pp | 965.08%-947.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $3,661 | $3,132+16.9% | $2,839+28.9% | $4,876-24.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |