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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 | $7,475 | $95,664-92.2% | $76,902-90.3% | $139,487-94.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.43% | 55.03%-38.6pp | 37.91%-21.5pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,259 | $3,147-60.0% | $2,534-50.3% | $4,755-73.5% |
| Participant deferral / active EE | $635 | $4,626-86.3% | $3,833-83.4% | $6,713-90.5% |
| Admin fee / account holder | $10 | $8,311-99.9% | $5,479-99.8% | $11,407-99.9% |