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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 | $36,422 | $100,938-63.9% | $90,461-59.7% | $158,982-77.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.14% | 1727.20%-1716.1pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $3,458 | $3,691-6.3% | $3,264+5.9% | $4,763-27.4% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $54 | $6,510-99.2% | $5,617-99.0% | $11,252-99.5% |