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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 | $50,588 | $88,815-43.0% | $81,882-38.2% | $145,897-65.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 11.79% | 1033.75%-1022.0pp | 779.47%-767.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,328 | $3,086-57.0% | $2,916-54.5% | $4,663-71.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $88 | $8,434-99.0% | $7,360-98.8% | $13,390-99.3% |