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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 | $58,457 | $190,916-69.4% | $160,037-63.5% | $134,545-56.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.73% | 552.79%-552.1pp | 408.95%-408.2pp | 418.37%-417.6pp |
| Employer contribution / active EE | $6,561 | $4,996+31.3% | $4,226+55.3% | $4,742+38.4% |
| Participant deferral / active EE | $813 | $6,925-88.3% | $6,184-86.9% | $6,401-87.3% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |