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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 | $15,194 | $162,529-90.7% | $130,788-88.4% | $154,746-90.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.42% | 510.48%-492.1pp | 386.44%-368.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,322 | $4,447-47.8% | $3,558-34.7% | $4,379-47.0% |
| Participant deferral / active EE | $392 | $4,808-91.8% | $4,137-90.5% | $6,730-94.2% |
| Admin fee / account holder | $277 | $7,669-96.4% | $6,673-95.8% | $14,365-98.1% |