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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 | $57,367 | $81,664-29.8% | $70,476-18.6% | $158,966-63.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 32.21% | 208.59%-176.4pp | 109.12%-76.9pp | 302.95%-270.7pp |
| Employer contribution / active EE | $467 | $3,219-85.5% | $2,738-83.0% | $4,762-90.2% |
| Participant deferral / active EE | $933 | $4,556-79.5% | $3,710-74.9% | $5,983-84.4% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |