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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 | $69,376 | $198,457-65.0% | $170,435-59.3% | $147,586-53.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.38% | 257.30%-245.9pp | 205.94%-194.6pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,856 | $6,183-70.0% | $5,432-65.8% | $4,876-61.9% |
| Participant deferral / active EE | $1,856 | $5,629-67.0% | $4,939-62.4% | $5,439-65.9% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |