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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 | $20,996 | $111,535-81.2% | $105,223-80.0% | $137,256-84.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.54% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,712 | $3,939-56.5% | $3,689-53.6% | $4,156-58.8% |
| Participant deferral / active EE | $1,043 | $5,500-81.0% | $5,072-79.4% | $6,407-83.7% |
| Admin fee / account holder | $41 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |