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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 | $11,218 | $100,073-88.8% | $85,126-86.8% | $145,877-92.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.83% | 84.11%-69.3pp | 66.63%-51.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,191 | $3,236-63.2% | $2,731-56.4% | $4,663-74.5% |
| Participant deferral / active EE | $271 | $5,294-94.9% | $4,523-94.0% | $6,691-96.0% |
| Admin fee / account holder | $28 | $7,261-99.6% | $6,160-99.6% | $13,402-99.8% |