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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 | $69,020 | $72,071-4.2% | $68,368+1.0% | $137,256-49.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.79% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $10,450 | $2,788+274.8% | $2,649+294.5% | $4,156+151.4% |
| Participant deferral / active EE | $150 | $4,410-96.6% | $4,123-96.4% | $6,407-97.7% |
| Admin fee / account holder | $266 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |