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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 | $81,257 | $109,908-26.1% | $97,161-16.4% | $145,978-44.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 33.14% | 243.80%-210.7pp | 75.36%-42.2pp | 550.52%-517.4pp |
| Employer contribution / active EE | $563 | $3,077-81.7% | $2,723-79.3% | $4,662-87.9% |
| Participant deferral / active EE | $600 | $4,679-87.2% | $4,265-85.9% | $6,690-91.0% |
| Admin fee / account holder | $25 | $6,213-99.6% | $5,647-99.6% | $13,400-99.8% |