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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 | $71,762 | $100,938-28.9% | $90,461-20.7% | $158,982-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.01% | 1727.20%-1719.2pp | 1294.76%-1286.8pp | 302.99%-295.0pp |
| Employer contribution / active EE | $2,063 | $3,691-44.1% | $3,264-36.8% | $4,763-56.7% |
| Participant deferral / active EE | $217 | $4,350-95.0% | $3,964-94.5% | $5,983-96.4% |
| Admin fee / account holder | $89 | $6,510-98.6% | $5,617-98.4% | $11,252-99.2% |