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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 | $11,089 | $169,356-93.5% | $129,406-91.4% | $145,897-92.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.16% | 14418.62%-14410.5pp | 9468.18%-9460.0pp | 552.29%-544.1pp |
| Employer contribution / active EE | $6,388 | $5,542+15.3% | $4,155+53.7% | $4,663+37.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $51 | $9,915-99.5% | $7,689-99.3% | $13,390-99.6% |