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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 | $152,576 | $100,811+51.3% | $86,698+76.0% | $134,545+13.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.99% | 29.11%-31.1pp | 35.96%-38.0pp | 418.37%-420.4pp |
| Employer contribution / active EE | $982 | $3,490-71.9% | $2,837-65.4% | $4,742-79.3% |
| Participant deferral / active EE | $774 | $5,339-85.5% | $4,656-83.4% | $6,401-87.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |