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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 | $30,443 | $112,121-72.8% | $95,960-68.3% | $158,966-80.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 11.87% | 171.16%-159.3pp | 91.63%-79.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $960 | $3,199-70.0% | $2,541-62.2% | $4,762-79.8% |
| Participant deferral / active EE | $602 | $4,784-87.4% | $4,167-85.5% | $5,983-89.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |