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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 | $48,461 | $135,645-64.3% | $110,243-56.0% | $135,380-64.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.29% | 513.24%-508.9pp | 314.76%-310.5pp | 519.81%-515.5pp |
| Employer contribution / active EE | $1,505 | $4,907-69.3% | $3,827-60.7% | $4,779-68.5% |
| Participant deferral / active EE | $1,505 | $5,507-72.7% | $4,672-67.8% | $5,609-73.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |