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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 | $85,410 | $176,105-51.5% | $159,474-46.4% | $167,536-49.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.34% | 331.91%-299.6pp | 263.68%-231.3pp | 478.82%-446.5pp |
| Employer contribution / active EE | $1,364 | $5,299-74.3% | $4,831-71.8% | $4,839-71.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |