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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 | $16,300 | $124,175-86.9% | $108,405-85.0% | $167,553-90.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.15% | 1380.13%-1368.0pp | 905.55%-893.4pp | 478.89%-466.7pp |
| Employer contribution / active EE | $2,101 | $4,188-49.8% | $3,559-41.0% | $4,840-56.6% |
| Participant deferral / active EE | $2,101 | $6,908-69.6% | $6,563-68.0% | $6,343-66.9% |
| Admin fee / account holder | $8 | $9,457-99.9% | $7,297-99.9% | $12,316-99.9% |