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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 | $35,490 | $73,546-51.7% | $63,018-43.7% | $147,586-76.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.91% | 175.56%-159.6pp | 87.62%-71.7pp | 578.59%-562.7pp |
| Employer contribution / active EE | $707 | $3,324-78.7% | $2,761-74.4% | $4,876-85.5% |
| Participant deferral / active EE | $211 | $4,185-95.0% | $3,330-93.7% | $5,439-96.1% |
| Admin fee / account holder | $290 | $5,956-95.1% | $3,601-91.9% | $10,886-97.3% |