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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 | $51,885 | $100,970-48.6% | $96,576-46.3% | $137,256-62.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 91.96% | 38.16%+53.8pp | 38.47%+53.5pp | 220.34%-128.4pp |
| Employer contribution / active EE | $707 | $3,809-81.4% | $3,553-80.1% | $4,156-83.0% |
| Participant deferral / active EE | $802 | $8,286-90.3% | $7,956-89.9% | $6,407-87.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |