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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 | $33,799 | $129,737-73.9% | $119,126-71.6% | $154,746-78.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.44% | 379.08%-358.6pp | 282.11%-261.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $8,834 | $4,375+101.9% | $4,034+119.0% | $4,379+101.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $251 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |