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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 | $58,570 | $115,814-49.4% | $101,275-42.2% | $158,982-63.2% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $3,025 | $4,176-27.6% | $3,660-17.3% | $4,763-36.5% |
| Participant deferral / active EE | $263 | $4,958-94.7% | $4,371-94.0% | $5,983-95.6% |
| Admin fee / account holder | $59 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |