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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 | $19,028 | $104,937-81.9% | $84,628-77.5% | $152,897-87.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.11% | 373.88%-358.8pp | 258.80%-243.7pp | 345.43%-330.3pp |
| Employer contribution / active EE | $6,095 | $3,303+84.5% | $2,653+129.7% | $4,764+27.9% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $140 | $6,243-97.8% | $4,914-97.2% | $11,599-98.8% |