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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 | $154,754-90.2% | $124,206-87.8% | $138,895-89.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.42% | 709.28%-690.9pp | 515.27%-496.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,322 | $4,446-47.8% | $3,540-34.4% | $4,194-44.6% |
| Participant deferral / active EE | $392 | $4,621-91.5% | $3,968-90.1% | $6,396-93.9% |
| Admin fee / account holder | $277 | $6,690-95.9% | $5,929-95.3% | $12,562-97.8% |