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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 | $33,230 | $73,988-55.1% | $96,538-65.6% | $75,177-55.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 511.75% | 26.73%+485.0pp | 35.74%+476.0pp | 160.75%+351.0pp |
| Employer contribution / active EE | $6,475 | $2,930+120.9% | $3,740+73.1% | $2,671+142.4% |
| Participant deferral / active EE | $80 | $3,660-97.8% | $4,880-98.4% | $4,126-98.1% |
| Admin fee / account holder | $29 | $5,220-99.5% | $6,737-99.6% | $5,651-99.5% |