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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 | $103,829 | $144,130-28.0% | $117,860-11.9% | $147,585-29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $5,350 | $4,897+9.3% | $3,786+41.3% | $4,876+9.7% |
| Participant deferral / active EE | $817 | $5,316-84.6% | $4,482-81.8% | $5,439-85.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |