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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 | $57,553 | $112,915-49.0% | $90,965-36.7% | $158,950-63.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.53% | 215.75%-201.2pp | 134.57%-120.0pp | 302.91%-288.4pp |
| Employer contribution / active EE | $5,629 | $2,894+94.5% | $2,122+165.2% | $4,762+18.2% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |