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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 | $49,667 | $107,363-53.7% | $92,909-46.5% | $152,897-67.5% |
| Participation rate | 93.3% | 79.8%+13.5pp | 76.0%+17.3pp | 82.5%+10.9pp |
| Annual return | 19.62% | 145.63%-126.0pp | 109.44%-89.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,000 | $4,222-76.3% | $3,653-72.6% | $4,764-79.0% |
| Participant deferral / active EE | $1,212 | $4,848-75.0% | $4,238-71.4% | $5,851-79.3% |
| Admin fee / account holder | $256 | $7,082-96.4% | $5,795-95.6% | $11,599-97.8% |