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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 | $138,300 | $109,967+25.8% | $97,197+42.3% | $145,877-5.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.34% | 244.27%-229.9pp | 75.47%-61.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $442 | $3,077-85.7% | $2,723-83.8% | $4,663-90.5% |
| Participant deferral / active EE | $552 | $4,676-88.2% | $4,263-87.1% | $6,691-91.7% |
| Admin fee / account holder | $8 | $6,199-99.9% | $5,637-99.9% | $13,402-99.9% |