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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 | $60,196 | $112,131-46.3% | $95,964-37.3% | $158,982-62.1% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 8.75% | 171.19%-162.4pp | 91.64%-82.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $1,536 | $3,199-52.0% | $2,541-39.6% | $4,763-67.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $253 | $10,136-97.5% | $6,797-96.3% | $11,252-97.8% |