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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 | $51,959 | $115,810-55.1% | $101,271-48.7% | $158,966-67.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 8.71% | 56.15%-47.4pp | 46.48%-37.8pp | 302.95%-294.2pp |
| Employer contribution / active EE | $1,877 | $4,175-55.0% | $3,660-48.7% | $4,762-60.6% |
| Participant deferral / active EE | $904 | $4,958-81.8% | $4,371-79.3% | $5,983-84.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |