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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 | $147,594 | $289,211-49.0% | $260,467-43.3% | $198,609-25.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 11.39% | 112.90%-101.5pp | 100.60%-89.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $1,000 | $4,663-78.6% | $4,239-76.4% | $5,055-80.2% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |