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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 | $37,423 | $100,911-62.9% | $90,440-58.6% | $158,966-76.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.81% | 1726.62%-1714.8pp | 1294.38%-1282.6pp | 302.95%-291.1pp |
| Employer contribution / active EE | $2,576 | $3,690-30.2% | $3,263-21.0% | $4,762-45.9% |
| Participant deferral / active EE | $240 | $4,348-94.5% | $3,964-93.9% | $5,983-96.0% |
| Admin fee / account holder | $21 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |