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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 | $33,777 | $165,381-79.6% | $149,730-77.4% | $158,966-78.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 86.34% | 348.29%-262.0pp | 276.70%-190.4pp | 302.95%-216.6pp |
| Employer contribution / active EE | $1,176 | $5,104-77.0% | $4,645-74.7% | $4,762-75.3% |
| Participant deferral / active EE | $1,501 | $7,182-79.1% | $6,843-78.1% | $5,983-74.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |