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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 | $109,344-77.9% | $89,400-73.0% | $158,950-84.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.63% | 345.73%-334.1pp | 245.64%-234.0pp | 302.91%-291.3pp |
| Employer contribution / active EE | $10,213 | $3,170+222.1% | $2,586+294.9% | $4,762+114.5% |
| Participant deferral / active EE | $526 | $4,599-88.6% | $3,890-86.5% | $5,983-91.2% |
| Admin fee / account holder | $36 | $6,154-99.4% | $4,882-99.3% | $11,248-99.7% |