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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 | $72,537 | $180,749-59.9% | $160,784-54.9% | $137,256-47.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 15.24% | 2234.46%-2219.2pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,598 | $4,155+34.7% | $3,733+50.0% | $4,156+34.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |