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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 | $14,952 | $88,710-83.1% | $81,783-81.7% | $145,959-89.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.41% | 1027.26%-1008.8pp | 775.05%-756.6pp | 561.95%-543.5pp |
| Employer contribution / active EE | $3,148 | $3,083+2.1% | $2,913+8.1% | $4,661-32.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $56 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |