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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 | $30,370 | $102,595-70.4% | $94,057-67.7% | $154,746-80.4% |
| Participation rate | 77.8% | 76.0%+1.8pp | 73.3%+4.4pp | 80.7%-2.9pp |
| Annual return | 13.85% | 583.42%-569.6pp | 480.62%-466.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,558 | $3,147-18.7% | $2,933-12.8% | $4,379-41.6% |
| Participant deferral / active EE | $888 | $5,118-82.7% | $4,709-81.1% | $6,730-86.8% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |