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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 | $35,417 | $96,678-63.4% | $86,640-59.1% | $139,466-74.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 19.43% | 106.69%-87.3pp | 592.52%-573.1pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,333 | $3,265+2.1% | $3,024+10.2% | $4,754-29.9% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |