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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 | $129,737-85.0% | $119,126-83.6% | $154,746-87.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.05% | 379.08%-367.0pp | 282.11%-270.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,139 | $4,375-51.1% | $4,034-47.0% | $4,379-51.1% |
| Participant deferral / active EE | $585 | $5,842-90.0% | $5,318-89.0% | $6,730-91.3% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |