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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 | $19,483 | $111,535-82.5% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.05% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,139 | $3,939-45.7% | $3,689-42.0% | $4,156-48.5% |
| Participant deferral / active EE | $585 | $5,500-89.4% | $5,072-88.5% | $6,407-90.9% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |