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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 | $108,897-87.4% | $100,378-86.4% | $145,877-90.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.44% | 58.17%-43.7pp | 49.41%-35.0pp | 551.28%-536.8pp |
| Employer contribution / active EE | $836 | $4,420-81.1% | $3,942-78.8% | $4,663-82.1% |
| Participant deferral / active EE | $643 | $8,455-92.4% | $8,087-92.1% | $6,691-90.4% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |