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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 | $24,099 | $72,426-66.7% | $67,560-64.3% | $145,897-83.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.80% | 7226.78%-7213.0pp | 3533.50%-3519.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,869 | $3,074-39.2% | $2,737-31.7% | $4,663-59.9% |
| Participant deferral / active EE | $750 | $4,785-84.3% | $4,004-81.3% | $6,689-88.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |