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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 | $44,187 | $72,071-38.7% | $68,368-35.4% | $137,256-67.8% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.0%+14.8pp |
| Annual return | 15.83% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,148 | $2,788+48.8% | $2,649+56.6% | $4,156-0.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $279 | $5,336-94.8% | $5,150-94.6% | $12,270-97.7% |