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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 | $24,168 | $109,372-77.9% | $89,414-73.0% | $158,966-84.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.63% | 345.55%-333.9pp | 245.50%-233.9pp | 302.95%-291.3pp |
| Employer contribution / active EE | $10,213 | $3,171+222.0% | $2,586+294.9% | $4,762+114.4% |
| Participant deferral / active EE | $526 | $4,598-88.6% | $3,890-86.5% | $5,983-91.2% |
| Admin fee / account holder | $36 | $6,156-99.4% | $4,883-99.3% | $11,250-99.7% |