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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 | $88,754-43.0% | $81,820-38.2% | $145,877-65.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 11.79% | 1031.77%-1020.0pp | 777.93%-766.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,328 | $3,085-57.0% | $2,915-54.5% | $4,663-71.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $88 | $8,424-99.0% | $7,391-98.8% | $13,402-99.3% |