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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 | $54,818 | $100,895-45.7% | $90,430-39.4% | $158,950-65.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.83% | 1725.54%-1718.7pp | 1293.73%-1286.9pp | 302.91%-296.1pp |
| Employer contribution / active EE | $630 | $3,689-82.9% | $3,262-80.7% | $4,762-86.8% |
| Participant deferral / active EE | $675 | $4,347-84.5% | $3,963-83.0% | $5,983-88.7% |
| Admin fee / account holder | $24 | $6,505-99.6% | $5,613-99.6% | $11,248-99.8% |