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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 | $9,866 | $88,754-88.9% | $81,820-87.9% | $145,877-93.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.39% | 1031.77%-1019.4pp | 777.93%-765.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,815 | $3,085+23.7% | $2,915+30.9% | $4,663-18.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $284 | $8,424-96.6% | $7,391-96.2% | $13,402-97.9% |