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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 | $36,723 | $84,741-56.7% | $75,731-51.5% | $167,553-78.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 25.03% | 199.72%-174.7pp | 104.65%-79.6pp | 478.89%-453.9pp |
| Employer contribution / active EE | $2,777 | $3,230-14.1% | $2,743+1.2% | $4,840-42.6% |
| Participant deferral / active EE | $500 | $4,577-89.1% | $3,820-86.9% | $6,343-92.1% |
| Admin fee / account holder | $147 | $5,361-97.3% | $3,620-95.9% | $12,316-98.8% |