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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 | $22,831 | $190,916-88.0% | $160,037-85.7% | $134,545-83.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.97% | 552.79%-551.8pp | 408.95%-408.0pp | 418.37%-417.4pp |
| Employer contribution / active EE | $1,092 | $4,996-78.1% | $4,226-74.2% | $4,742-77.0% |
| Participant deferral / active EE | $1,092 | $6,925-84.2% | $6,184-82.3% | $6,401-82.9% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |