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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 | $37,498 | $70,121-46.5% | $63,803-41.2% | $138,895-73.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 18.80% | 946.48%-927.7pp | 543.72%-524.9pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,944 | $2,882+140.9% | $2,532+174.2% | $4,194+65.6% |
| Participant deferral / active EE | $310 | $4,535-93.2% | $3,843-91.9% | $6,396-95.2% |
| Admin fee / account holder | $68 | $6,738-99.0% | $5,196-98.7% | $12,562-99.5% |