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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 | $7,802 | $102,595-92.4% | $94,057-91.7% | $154,746-95.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.86% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $505 | $3,147-84.0% | $2,933-82.8% | $4,379-88.5% |
| Participant deferral / active EE | $969 | $5,118-81.1% | $4,709-79.4% | $6,730-85.6% |
| Admin fee / account holder | $107 | $7,736-98.6% | $7,244-98.5% | $14,365-99.3% |