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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 | $62,473 | $70,121-10.9% | $63,803-2.1% | $138,895-55.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.08% | 946.48%-934.4pp | 543.72%-531.6pp | 145.39%-133.3pp |
| Employer contribution / active EE | $524 | $2,882-81.8% | $2,532-79.3% | $4,194-87.5% |
| Participant deferral / active EE | $678 | $4,535-85.1% | $3,843-82.4% | $6,396-89.4% |
| Admin fee / account holder | $88 | $6,738-98.7% | $5,196-98.3% | $12,562-99.3% |