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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 | $100,895-63.9% | $90,430-59.7% | $158,950-77.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.14% | 1725.54%-1714.4pp | 1293.73%-1282.6pp | 302.91%-291.8pp |
| Employer contribution / active EE | $3,458 | $3,689-6.3% | $3,262+6.0% | $4,762-27.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $54 | $6,505-99.2% | $5,613-99.0% | $11,248-99.5% |