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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 | $102,385-14.0% | $147,080-40.1% | $80,935+8.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.92% | 135.09%-121.2pp | 420.17%-406.2pp | 35.66%-21.7pp |
| Employer contribution / active EE | $976 | $3,717-73.7% | $4,933-80.2% | $2,757-64.6% |
| Participant deferral / active EE | $2,100 | $6,651-68.4% | $8,066-74.0% | $4,299-51.2% |
| Admin fee / account holder | $113 | $7,951-98.6% | $12,989-99.1% | $6,924-98.4% |