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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 | $6,397 | $88,754-92.8% | $81,820-92.2% | $145,877-95.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.36% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $461 | $3,085-85.1% | $2,915-84.2% | $4,663-90.1% |
| Participant deferral / active EE | $600 | $4,648-87.1% | $4,323-86.1% | $6,691-91.0% |
| Admin fee / account holder | $62 | $8,424-99.3% | $7,391-99.2% | $13,402-99.5% |