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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 | $18,648 | $100,895-81.5% | $90,430-79.4% | $158,950-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.77% | 1725.54%-1713.8pp | 1293.73%-1282.0pp | 302.91%-291.1pp |
| Employer contribution / active EE | $4,115 | $3,689+11.6% | $3,262+26.2% | $4,762-13.6% |
| Participant deferral / active EE | $465 | $4,347-89.3% | $3,963-88.3% | $5,983-92.2% |
| Admin fee / account holder | $50 | $6,505-99.2% | $5,613-99.1% | $11,248-99.6% |