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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 | $6,872 | $109,967-93.8% | $97,197-92.9% | $145,877-95.3% |
| Participation rate | 91.7% | 76.0%+15.7pp | 72.7%+19.0pp | 80.3%+11.4pp |
| Annual return | 12.36% | 244.27%-231.9pp | 75.47%-63.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $394 | $3,077-87.2% | $2,723-85.5% | $4,663-91.6% |
| Participant deferral / active EE | $441 | $4,676-90.6% | $4,263-89.7% | $6,691-93.4% |
| Admin fee / account holder | $109 | $6,199-98.2% | $5,637-98.1% | $13,402-99.2% |