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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 | $6,997 | $102,595-93.2% | $94,057-92.6% | $154,746-95.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.92% | 583.42%-560.5pp | 480.62%-457.7pp | 172.34%-149.4pp |
| Employer contribution / active EE | $763 | $3,147-75.8% | $2,933-74.0% | $4,379-82.6% |
| Participant deferral / active EE | $954 | $5,118-81.4% | $4,709-79.7% | $6,730-85.8% |
| Admin fee / account holder | $12 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |