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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 | $88,085 | $102,422-14.0% | $147,117-40.1% | $80,959+8.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $976 | $3,717-73.7% | $4,932-80.2% | $2,757-64.6% |
| Participant deferral / active EE | $2,100 | $6,652-68.4% | $8,065-74.0% | $4,300-51.2% |
| Admin fee / account holder | $113 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |