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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 | $150,577 | $111,830+34.6% | $93,696+60.7% | $145,884+3.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 8.83% | 204.08%-195.2pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $835 | $3,093-73.0% | $2,422-65.5% | $4,662-82.1% |
| Participant deferral / active EE | $1,044 | $4,920-78.8% | $4,417-76.4% | $6,690-84.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |