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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 | $19,508 | $107,363-81.8% | $92,909-79.0% | $152,897-87.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 238.21% | 145.63%+92.6pp | 109.44%+128.8pp | 345.43%-107.2pp |
| Employer contribution / active EE | $1,595 | $4,222-62.2% | $3,653-56.4% | $4,764-66.5% |
| Participant deferral / active EE | $1,265 | $4,848-73.9% | $4,238-70.2% | $5,851-78.4% |
| Admin fee / account holder | $210 | $7,082-97.0% | $5,795-96.4% | $11,599-98.2% |