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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 | $25,401 | $226,135-88.8% | $182,558-86.1% | $152,909-83.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.92% | 192.60%-184.7pp | 148.59%-140.7pp | 345.46%-337.5pp |
| Employer contribution / active EE | $1,122 | $4,979-77.5% | $4,076-72.5% | $4,764-76.5% |
| Participant deferral / active EE | $657 | $6,371-89.7% | $5,526-88.1% | $5,851-88.8% |
| Admin fee / account holder | $13 | $10,707-99.9% | $8,594-99.8% | $11,601-99.9% |