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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 | $27,859 | $118,708-76.5% | $98,920-71.8% | $158,982-82.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 17.72% | 372.49%-354.8pp | 196.47%-178.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $3,111 | $3,334-6.7% | $2,689+15.7% | $4,763-34.7% |
| Participant deferral / active EE | $718 | $5,089-85.9% | $4,245-83.1% | $5,983-88.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |