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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 | $5,878 | $90,691-93.5% | $76,119-92.3% | $145,884-96.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.87% | 624.52%-610.7pp | 361.25%-347.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $636 | $3,329-80.9% | $2,693-76.4% | $4,662-86.4% |
| Participant deferral / active EE | $1,063 | $5,167-79.4% | $4,259-75.0% | $6,690-84.1% |
| Admin fee / account holder | $22 | $8,383-99.7% | $6,421-99.7% | $13,392-99.8% |