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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 | $25,198 | $102,595-75.4% | $94,057-73.2% | $154,746-83.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 24.52% | 583.42%-558.9pp | 480.62%-456.1pp | 172.34%-147.8pp |
| Employer contribution / active EE | $6,260 | $3,147+98.9% | $2,933+113.4% | $4,379+42.9% |
| Participant deferral / active EE | $650 | $5,118-87.3% | $4,709-86.2% | $6,730-90.3% |
| Admin fee / account holder | $62 | $7,736-99.2% | $7,244-99.1% | $14,365-99.6% |