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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 | $7,807 | $100,203-92.2% | $85,240-90.8% | $145,897-94.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.98% | 84.28%-73.3pp | 66.75%-55.8pp | 552.29%-541.3pp |
| Employer contribution / active EE | $440 | $3,242-86.4% | $2,735-83.9% | $4,663-90.6% |
| Participant deferral / active EE | $640 | $5,299-87.9% | $4,527-85.9% | $6,689-90.4% |
| Admin fee / account holder | $30 | $7,265-99.6% | $6,165-99.5% | $13,390-99.8% |