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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 | $29,438 | $111,785-73.7% | $93,669-68.6% | $145,877-79.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 8.51% | 203.79%-195.3pp | 133.59%-125.1pp | 551.28%-542.8pp |
| Employer contribution / active EE | $3,569 | $3,096+15.3% | $2,424+47.3% | $4,663-23.5% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $171 | $10,256-98.3% | $8,291-97.9% | $13,402-98.7% |