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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 | $41,575 | $97,759-57.5% | $83,849-50.4% | $135,377-69.3% |
| Participation rate | 88.9% | 79.9%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 12.75% | 1287.41%-1274.7pp | 850.91%-838.2pp | 519.75%-507.0pp |
| Employer contribution / active EE | $16,667 | $4,222+294.8% | $3,631+359.0% | $4,779+248.8% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |