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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 | $31,335 | $202,440-84.5% | $169,390-81.5% | $139,466-77.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.74% | 532.36%-517.6pp | 406.07%-391.3pp | 373.66%-358.9pp |
| Employer contribution / active EE | $3,433 | $4,693-26.9% | $4,013-14.5% | $4,754-27.8% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $232 | $10,722-97.8% | $9,015-97.4% | $11,409-98.0% |