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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 | $100,856 | $102,382-1.5% | $147,005-31.4% | $80,874+24.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.08% | 134.89%-116.8pp | 418.76%-400.7pp | 35.62%-17.5pp |
| Employer contribution / active EE | $14,872 | $3,715+300.3% | $4,934+201.4% | $2,756+439.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $31 | $7,942-99.6% | $13,006-99.8% | $6,935-99.6% |