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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 | $13,686 | $108,942-87.4% | $100,415-86.4% | $145,897-90.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.44% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.9pp |
| Employer contribution / active EE | $836 | $4,422-81.1% | $3,943-78.8% | $4,663-82.1% |
| Participant deferral / active EE | $643 | $8,461-92.4% | $8,091-92.1% | $6,689-90.4% |
| Admin fee / account holder | $20 | $9,702-99.8% | $7,906-99.8% | $13,390-99.9% |