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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 | $65,731 | $102,422-35.8% | $147,117-55.3% | $80,959-18.8% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 15.50% | 135.16%-119.7pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $8,828 | $3,717+137.5% | $4,932+79.0% | $2,757+220.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $111 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |