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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 | $14,372 | $73,546-80.5% | $63,018-77.2% | $147,586-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.61% | 175.56%-160.0pp | 87.62%-72.0pp | 578.59%-563.0pp |
| Employer contribution / active EE | $950 | $3,324-71.4% | $2,761-65.6% | $4,876-80.5% |
| Participant deferral / active EE | $624 | $4,185-85.1% | $3,330-81.3% | $5,439-88.5% |
| Admin fee / account holder | $29 | $5,956-99.5% | $3,601-99.2% | $10,886-99.7% |