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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 | $31,672 | $103,008-69.3% | $90,304-64.9% | $152,897-79.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.25% | 95.22%-84.0pp | 78.13%-66.9pp | 345.43%-334.2pp |
| Employer contribution / active EE | $2,565 | $3,139-18.3% | $2,855-10.1% | $4,764-46.1% |
| Participant deferral / active EE | $240 | $4,281-94.4% | $3,885-93.8% | $5,851-95.9% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |