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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 | $17,981 | $180,749-90.1% | $160,784-88.8% | $137,256-86.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.62% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,259 | $4,155-45.6% | $3,733-39.5% | $4,156-45.6% |
| Participant deferral / active EE | $300 | $6,844-95.6% | $6,293-95.2% | $6,407-95.3% |
| Admin fee / account holder | $42 | $10,397-99.6% | $9,717-99.6% | $12,270-99.7% |