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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 | $57,356 | $111,814-48.7% | $93,654-38.8% | $145,959-60.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 30.70% | 203.30%-172.6pp | 133.34%-102.6pp | 561.95%-531.3pp |
| Employer contribution / active EE | $1,973 | $3,092-36.2% | $2,421-18.5% | $4,661-57.7% |
| Participant deferral / active EE | $684 | $4,914-86.1% | $4,413-84.5% | $6,689-89.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |