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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 | $39,395 | $92,219-57.3% | $76,767-48.7% | $135,380-70.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 321.56% | 5.46%+316.1pp | 2.43%+319.1pp | 519.81%-198.2pp |
| Employer contribution / active EE | $11,667 | $3,216+262.8% | $2,485+369.4% | $4,779+144.1% |
| Participant deferral / active EE | $1,251 | $4,508-72.2% | $3,852-67.5% | $5,609-77.7% |
| Admin fee / account holder | $138 | $10,749-98.7% | $6,675-97.9% | $10,828-98.7% |