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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 | $30,416 | $96,678-68.5% | $86,640-64.9% | $139,466-78.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.49% | 106.69%-86.2pp | 592.52%-572.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,422 | $3,265+4.8% | $3,024+13.2% | $4,754-28.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $66 | $6,410-99.0% | $5,616-98.8% | $11,409-99.4% |