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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 | $2,232 | $70,366-96.8% | $66,674-96.7% | $138,895-98.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.37% | 386.41%-365.0pp | 321.24%-299.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $948 | $2,765-65.7% | $2,620-63.8% | $4,194-77.4% |
| Participant deferral / active EE | $535 | $4,374-87.8% | $4,084-86.9% | $6,396-91.6% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |