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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 | $49,021 | $169,336-71.1% | $129,384-62.1% | $145,884-66.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.94% | 14408.70%-14399.8pp | 9461.77%-9452.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $12,224 | $5,540+120.7% | $4,153+194.3% | $4,662+162.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $289 | $9,912-97.1% | $7,686-96.2% | $13,392-97.8% |