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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 | $17,969 | $90,607-80.2% | $79,467-77.4% | $135,380-86.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 1.14% | 977.74%-976.6pp | 718.30%-717.2pp | 519.81%-518.7pp |
| Employer contribution / active EE | $2,000 | $3,068-34.8% | $2,800-28.6% | $4,779-58.1% |
| Participant deferral / active EE | $300 | $4,050-92.6% | $3,704-91.9% | $5,609-94.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |