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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 | $27,940 | $159,978-82.5% | $147,041-81.0% | $145,978-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.83% | 98.36%-86.5pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,233 | $5,288-76.7% | $4,935-75.0% | $4,662-73.5% |
| Participant deferral / active EE | $2,481 | $8,429-70.6% | $8,071-69.3% | $6,690-62.9% |
| Admin fee / account holder | $213 | $15,053-98.6% | $13,006-98.4% | $13,400-98.4% |