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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 | $30,284 | $167,030-81.9% | $135,768-77.7% | $155,188-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.51% | 678.39%-664.9pp | 526.10%-512.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,822 | $4,132-55.9% | $3,394-46.3% | $4,248-57.1% |
| Participant deferral / active EE | $167 | $4,528-96.3% | $3,977-95.8% | $6,531-97.4% |
| Admin fee / account holder | $290 | $8,172-96.5% | $7,048-95.9% | $14,480-98.0% |