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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 | $100,911-81.5% | $90,440-79.4% | $158,966-88.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.77% | 1726.62%-1714.9pp | 1294.38%-1282.6pp | 302.95%-291.2pp |
| Employer contribution / active EE | $4,115 | $3,690+11.5% | $3,263+26.1% | $4,762-13.6% |
| Participant deferral / active EE | $465 | $4,348-89.3% | $3,964-88.3% | $5,983-92.2% |
| Admin fee / account holder | $50 | $6,507-99.2% | $5,615-99.1% | $11,250-99.6% |