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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 | $10,196 | $102,595-90.1% | $94,057-89.2% | $154,746-93.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.77% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $577 | $3,147-81.7% | $2,933-80.3% | $4,379-86.8% |
| Participant deferral / active EE | $837 | $5,118-83.7% | $4,709-82.2% | $6,730-87.6% |
| Admin fee / account holder | $103 | $7,736-98.7% | $7,244-98.6% | $14,365-99.3% |