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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 | $52,660 | $96,691-45.5% | $86,656-39.2% | $139,487-62.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 24.60% | 106.87%-82.3pp | 593.09%-568.5pp | 373.84%-349.2pp |
| Employer contribution / active EE | $944 | $3,267-71.1% | $3,025-68.8% | $4,755-80.1% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $194 | $6,414-97.0% | $5,619-96.5% | $11,407-98.3% |