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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 | $17,799 | $102,595-82.7% | $94,057-81.1% | $154,746-88.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.15% | 583.42%-564.3pp | 480.62%-461.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $839 | $3,147-73.3% | $2,933-71.4% | $4,379-80.8% |
| Participant deferral / active EE | $1,037 | $5,118-79.7% | $4,709-78.0% | $6,730-84.6% |
| Admin fee / account holder | $122 | $7,736-98.4% | $7,244-98.3% | $14,365-99.2% |