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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 | $135,624 | $102,663+32.1% | $86,216+57.3% | $139,466-2.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.77% | 1924.52%-1912.7pp | 1169.42%-1157.6pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,329 | $3,035-56.2% | $2,382-44.2% | $4,754-72.1% |
| Participant deferral / active EE | $1,040 | $4,677-77.8% | $3,986-73.9% | $6,712-84.5% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |