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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 | $35,752 | $99,011-63.9% | $86,582-58.7% | $147,586-75.8% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 9.80% | 1312.75%-1302.9pp | 965.08%-955.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $363 | $3,132-88.4% | $2,839-87.2% | $4,876-92.6% |
| Participant deferral / active EE | $435 | $3,972-89.1% | $3,609-88.0% | $5,439-92.0% |
| Admin fee / account holder | $210 | $5,709-96.3% | $4,904-95.7% | $10,886-98.1% |