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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 | $41,286 | $99,009-58.3% | $86,581-52.3% | $147,585-72.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 24.18% | 1312.70%-1288.5pp | 965.06%-940.9pp | 578.58%-554.4pp |
| Employer contribution / active EE | $3,884 | $3,132+24.0% | $2,840+36.8% | $4,876-20.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |