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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 | $61,249 | $99,017-38.1% | $86,587-29.3% | $147,585-58.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 15.69% | 1312.37%-1296.7pp | 964.86%-949.2pp | 578.56%-562.9pp |
| Employer contribution / active EE | $1,431 | $3,132-54.3% | $2,839-49.6% | $4,876-70.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |