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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 | $78,011 | $217,392-64.1% | $185,818-58.0% | $167,497-53.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 54.17% | 148.37%-94.2pp | 122.06%-67.9pp | 478.62%-424.4pp |
| Employer contribution / active EE | $3,438 | $5,873-41.5% | $5,168-33.5% | $4,838-28.9% |
| Participant deferral / active EE | $653 | $6,357-89.7% | $5,568-88.3% | $6,341-89.7% |
| Admin fee / account holder | $205 | $19,813-99.0% | $16,239-98.7% | $12,310-98.3% |