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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 | $8,817 | $102,595-91.4% | $94,057-90.6% | $154,746-94.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.42% | 583.42%-564.0pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $814 | $3,147-74.1% | $2,933-72.2% | $4,379-81.4% |
| Participant deferral / active EE | $1,048 | $5,118-79.5% | $4,709-77.8% | $6,730-84.4% |
| Admin fee / account holder | $53 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |